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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 | $15,243 | $77,908-80.4% | $149,696-89.8% | $75,173-79.7% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.7pp | 67.2%+29.2pp |
| Annual return | 4.32% | 31.73%-27.4pp | 134.46%-130.1pp | 160.72%-156.4pp |
| Employer contribution / active EE | $779 | $3,138-75.2% | $4,821-83.8% | $2,671-70.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |