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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 | $28,440 | $77,419-63.3% | $69,461-59.1% | $152,885-81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 2.14% | 39.07%-36.9pp | 28.97%-26.8pp | 345.39%-343.3pp |
| Employer contribution / active EE | $1,249 | $3,315-62.3% | $2,779-55.1% | $4,763-73.8% |
| Participant deferral / active EE | $716 | $4,414-83.8% | $3,536-79.7% | $5,851-87.8% |
| Admin fee / account holder | $142 | $6,207-97.7% | $3,840-96.3% | $11,598-98.8% |