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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 | $75,807-66.6% | $116,096-78.2% | $86,983-70.9% |
| Participation rate | 93.1% | 66.9%+26.2pp | 73.3%+19.8pp | 69.5%+23.6pp |
| Annual return | 9.32% | 18.57%-9.2pp | 326.25%-316.9pp | 25.83%-16.5pp |
| Employer contribution / active EE | $1,379 | $1,892-27.1% | $2,503-44.9% | $2,584-46.6% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $97 | $6,659-98.5% | $7,704-98.7% | $7,856-98.8% |