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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 | $24,127 | $59,839-59.7% | $81,991-70.6% | $79,852-69.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 4.62% | 17.56%-12.9pp | 41.31%-36.7pp | 31.72%-27.1pp |
| Employer contribution / active EE | $3,488 | $1,713+103.6% | $2,498+39.6% | $2,471+41.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $37 | $4,287-99.1% | $5,665-99.3% | $5,306-99.3% |