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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 | $24,820 | $79,449-68.8% | $189,597-86.9% | $85,851-71.1% |
| Participation rate | 85.2% | 66.0%+19.2pp | 78.4%+6.7pp | 69.3%+15.9pp |
| Annual return | 5.33% | 18.45%-13.1pp | 64.20%-58.9pp | 318.63%-313.3pp |
| Employer contribution / active EE | $453 | $2,081-78.2% | $4,412-89.7% | $2,565-82.3% |
| Participant deferral / active EE | $1,291 | $4,051-68.1% | $6,174-79.1% | $3,952-67.3% |
| Admin fee / account holder | $64 | $5,377-98.8% | $9,807-99.4% | $6,261-99.0% |