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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 | $63,703-60.2% | $93,063-72.8% | $82,448-69.2% |
| Participation rate | 93.1% | 63.8%+29.3pp | 72.1%+21.0pp | 68.1%+25.0pp |
| Annual return | 9.32% | -775.43%+784.7pp | 34.15%-24.8pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,379 | $1,729-20.2% | $2,476-44.3% | $2,551-45.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $97 | $5,982-98.4% | $6,033-98.4% | $7,234-98.7% |