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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 | $36,600 | $65,712-44.3% | $57,196-36.0% | $273,972-86.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.40% | 22.01%-21.6pp | 14.59%-14.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $7,244 | $3,280+120.9% | $2,683+170.0% | $4,869+48.8% |
| Participant deferral / active EE | $24 | $3,782-99.4% | $3,096-99.2% | $5,287-99.5% |
| Admin fee / account holder | $103 | $4,838-97.9% | $3,141-96.7% | $10,133-99.0% |