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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 | $2,672 | $29,670-91.0% | $56,054-95.2% | $80,911-96.7% |
| Participation rate | 79.6% | 41.7%+37.9pp | 52.5%+27.1pp | 67.6%+11.9pp |
| Annual return | 8.05% | 35.24%-27.2pp | 1705.95%-1697.9pp | 35.63%-27.6pp |
| Employer contribution / active EE | $816 | $670+21.9% | $1,039-21.4% | $2,756-70.4% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $230 | $2,431-90.5% | $2,822-91.8% | $6,935-96.7% |