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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 | $19,948 | $51,638-61.4% | $129,406-84.6% | $80,959-75.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 8.96% | 20.78%-11.8pp | 9468.18%-9459.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $315 | $1,584-80.1% | $4,155-92.4% | $2,757-88.6% |
| Participant deferral / active EE | $561 | $2,670-79.0% | $4,167-86.5% | $4,300-87.0% |
| Admin fee / account holder | $183 | $4,313-95.8% | $7,689-97.6% | $6,925-97.4% |