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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 | $16,064 | $81,331-80.2% | $155,534-89.7% | $80,935-80.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.17% | 33.37%-27.2pp | 64.92%-58.7pp | 35.66%-29.5pp |
| Employer contribution / active EE | $790 | $3,105-74.6% | $4,675-83.1% | $2,757-71.3% |
| Participant deferral / active EE | $461 | $3,454-86.7% | $5,630-91.8% | $4,299-89.3% |
| Admin fee / account holder | $287 | $7,999-96.4% | $15,900-98.2% | $6,924-95.9% |