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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 | $13,008 | $64,920-80.0% | $103,693-87.5% | $86,983-85.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 9.30% | 30.29%-21.0pp | 47.61%-38.3pp | 25.83%-16.5pp |
| Employer contribution / active EE | $3,879 | $2,141+81.2% | $2,920+32.8% | $2,584+50.1% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $204 | $6,191-96.7% | $7,858-97.4% | $7,856-97.4% |