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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 | $38,722 | $109,359-64.6% | $162,177-76.1% | $72,975-46.9% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 1.30% | 25.46%-24.2pp | 115.60%-114.3pp | 81.01%-79.7pp |
| Employer contribution / active EE | $1,481 | $3,907-62.1% | $5,613-73.6% | $2,440-39.3% |
| Participant deferral / active EE | $1,020 | $5,481-81.4% | $7,297-86.0% | $3,608-71.7% |
| Admin fee / account holder | $37 | $7,972-99.5% | $10,843-99.7% | $5,124-99.3% |