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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 | $6,255 | $29,733-79.0% | $56,025-88.8% | $80,959-92.3% |
| Participation rate | 91.7% | 41.7%+49.9pp | 52.5%+39.2pp | 67.7%+24.0pp |
| Annual return | 2.82% | 35.28%-32.5pp | 1712.69%-1709.9pp | 35.67%-32.8pp |
| Employer contribution / active EE | $1,919 | $672+185.7% | $1,042+84.2% | $2,757-30.4% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |