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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 | $19,283 | $54,763-64.8% | $90,324-78.7% | $72,976-73.6% |
| Participation rate | 98.8% | 65.2%+33.6pp | 73.3%+25.5pp | 69.5%+29.3pp |
| Annual return | 2.93% | 30.63%-27.7pp | 78.15%-75.2pp | 81.02%-78.1pp |
| Employer contribution / active EE | $2,152 | $2,093+2.8% | $2,856-24.6% | $2,440-11.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $296 | $3,973-92.5% | $5,356-94.5% | $5,124-94.2% |