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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 | $87,225-70.9% | $158,226-84.0% | $94,015-73.0% |
| Participation rate | 93.1% | 67.9%+25.2pp | 74.8%+18.3pp | 70.8%+22.3pp |
| Annual return | 9.32% | 16.34%-7.0pp | 501.41%-492.1pp | 17.84%-8.5pp |
| Employer contribution / active EE | $1,379 | $2,217-37.8% | $2,986-53.8% | $2,790-50.6% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $97 | $7,888-98.8% | $10,217-99.0% | $8,951-98.9% |