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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,656 | $62,672-71.8% | $185,117-90.5% | $70,126-74.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 11.36% | 40.79%-29.4pp | 40.50%-29.1pp | 73.15%-61.8pp |
| Employer contribution / active EE | $4,806 | $1,753+174.2% | $4,182+14.9% | $2,343+105.2% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $124 | $3,932-96.8% | $8,159-98.5% | $4,645-97.3% |