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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 | $14,717 | $59,440-75.2% | $78,004-81.1% | $82,637-82.2% |
| Participation rate | 70.4% | 62.8%+7.6pp | 69.4%+0.9pp | 68.1%+2.3pp |
| Annual return | 11.80% | 40.24%-28.4pp | 31.07%-19.3pp | 53.51%-41.7pp |
| Employer contribution / active EE | $651 | $1,750-62.8% | $2,469-73.6% | $2,552-74.5% |
| Participant deferral / active EE | $880 | $3,138-72.0% | $4,092-78.5% | $4,126-78.7% |
| Admin fee / account holder | $145 | $5,504-97.4% | $7,578-98.1% | $7,339-98.0% |