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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 | $12,409 | $39,132-68.3% | $57,196-78.3% | $62,881-80.3% |
| Participation rate | 94.4% | 70.5%+24.0pp | 75.3%+19.1pp | 69.3%+25.1pp |
| Annual return | -1.88% | 9.24%-11.1pp | 14.59%-16.5pp | 20.14%-22.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $525 | $2,374-77.9% | $3,096-83.0% | $3,203-83.6% |
| Admin fee / account holder | $142 | $2,594-94.5% | $3,141-95.5% | $4,296-96.7% |