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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 | $16,384 | $52,379-68.7% | $46,225-64.6% | $273,972-94.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | -1.58% | 7.23%-8.8pp | 7.57%-9.1pp | 41.46%-43.0pp |
| Employer contribution / active EE | $2,303 | $4,226-45.5% | $3,424-32.7% | $4,869-52.7% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $3,776-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17 | $4,652-99.6% | $3,519-99.5% | $10,133-99.8% |