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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 | $51,604-61.3% | $129,295-84.6% | $80,874-75.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 8.96% | 20.76%-11.8pp | 9429.28%-9420.3pp | 35.62%-26.7pp |
| Employer contribution / active EE | $315 | $1,585-80.1% | $4,157-92.4% | $2,756-88.6% |
| Participant deferral / active EE | $561 | $2,670-79.0% | $4,169-86.5% | $4,297-86.9% |
| Admin fee / account holder | $183 | $4,310-95.8% | $7,665-97.6% | $6,935-97.4% |