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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 | $29,716-78.9% | $56,077-88.8% | $80,925-92.3% |
| Participation rate | 91.7% | 41.7%+50.0pp | 52.5%+39.2pp | 67.7%+24.0pp |
| Annual return | 2.82% | 35.30%-32.5pp | 1709.28%-1706.5pp | 35.65%-32.8pp |
| Employer contribution / active EE | $1,919 | $671+186.0% | $1,040+84.5% | $2,756-30.4% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |