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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 | $47,520 | $65,041-26.9% | $90,965-47.8% | $79,858-40.5% |
| Participation rate | 91.7% | 61.6%+30.1pp | 69.0%+22.7pp | 69.6%+22.0pp |
| Annual return | -1.15% | 30.45%-31.6pp | 134.57%-135.7pp | 31.72%-32.9pp |
| Employer contribution / active EE | $1,278 | $1,247+2.5% | $2,122-39.8% | $2,471-48.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $284 | $4,536-93.7% | $5,960-95.2% | $5,306-94.7% |