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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 | $33,037 | $77,901-57.6% | $149,717-77.9% | $75,181-56.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.37% | 31.73%-22.4pp | 134.41%-125.0pp | 160.69%-151.3pp |
| Employer contribution / active EE | $434 | $3,137-86.2% | $4,820-91.0% | $2,671-83.8% |
| Participant deferral / active EE | $762 | $3,411-77.7% | $5,682-86.6% | $4,126-81.5% |
| Admin fee / account holder | $261 | $5,949-95.6% | $13,213-98.0% | $5,650-95.4% |