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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 | $36,948-90.8% | $73,658-95.4% | $87,485-96.1% |
| Participation rate | 83.6% | 46.8%+36.8pp | 57.0%+26.6pp | 68.9%+14.7pp |
| Annual return | 10.23% | 28.64%-18.4pp | 29.72%-19.5pp | 26.06%-15.8pp |
| Employer contribution / active EE | $727 | $670+8.5% | $1,032-29.6% | $2,596-72.0% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $163 | $2,531-93.6% | $3,357-95.2% | $7,775-97.9% |