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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 | $49,101 | $51,708-5.0% | $106,619-53.9% | $62,881-21.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 1.76% | 4.69%-2.9pp | 9.42%-7.7pp | 20.14%-18.4pp |
| Employer contribution / active EE | $2,424 | $1,764+37.5% | $3,947-38.6% | $2,281+6.3% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $120 | $3,349-96.4% | $6,418-98.1% | $4,296-97.2% |