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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 | $3,399 | $29,319-88.4% | $52,425-93.5% | $82,448-95.9% |
| Participation rate | 83.6% | 46.9%+36.8pp | 55.6%+28.0pp | 68.1%+15.6pp |
| Annual return | 10.23% | 535.20%-525.0pp | 302.12%-291.9pp | 41.64%-31.4pp |
| Employer contribution / active EE | $727 | $586+24.0% | $914-20.4% | $2,551-71.5% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $163 | $1,962-91.7% | $2,495-93.5% | $7,234-97.8% |