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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 | $25,354 | $73,107-65.3% | $114,563-77.9% | $87,485-71.0% |
| Participation rate | 93.1% | 65.8%+27.3pp | 72.9%+20.2pp | 68.9%+24.2pp |
| Annual return | 9.32% | 19.47%-10.2pp | 241.09%-231.8pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,379 | $1,881-26.7% | $2,592-46.8% | $2,596-46.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $97 | $5,770-98.3% | $7,623-98.7% | $7,775-98.8% |