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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 | $29,680 | $85,171-65.2% | $172,753-82.8% | $72,976-59.3% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.6%+13.9pp | 69.5%+27.1pp |
| Annual return | 4.94% | 27.32%-22.4pp | 803.00%-798.1pp | 81.02%-76.1pp |
| Employer contribution / active EE | $2,266 | $3,324-31.8% | $5,144-56.0% | $2,440-7.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $154 | $5,880-97.4% | $13,956-98.9% | $5,124-97.0% |