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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 | $51,631-61.4% | $129,397-84.6% | $80,925-75.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 8.96% | 20.77%-11.8pp | 9453.98%-9445.0pp | 35.65%-26.7pp |
| Employer contribution / active EE | $315 | $1,583-80.1% | $4,154-92.4% | $2,756-88.6% |
| Participant deferral / active EE | $561 | $2,670-79.0% | $4,167-86.5% | $4,299-86.9% |
| Admin fee / account holder | $183 | $4,309-95.8% | $7,679-97.6% | $6,940-97.4% |