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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 | $17,391 | $77,638-77.6% | $156,551-88.9% | $62,881-72.3% |
| Participation rate | 90.9% | 71.2%+19.7pp | 84.0%+6.9pp | 69.3%+21.6pp |
| Annual return | 0.48% | 50.33%-49.8pp | 32.23%-31.7pp | 20.14%-19.7pp |
| Employer contribution / active EE | $602 | $3,444-82.5% | $5,501-89.1% | $2,281-73.6% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $138 | $5,561-97.5% | $13,028-98.9% | $4,296-96.8% |