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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 | $20,096 | $81,331-75.3% | $155,534-87.1% | $80,935-75.2% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 7.38% | 33.37%-26.0pp | 64.92%-57.5pp | 35.66%-28.3pp |
| Employer contribution / active EE | $2,812 | $3,105-9.4% | $4,675-39.9% | $2,757+2.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4 | $7,999-99.9% | $15,900-100.0% | $6,924-99.9% |