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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 | $28,624-88.1% | $53,647-93.7% | $82,637-95.9% |
| Participation rate | 83.6% | 47.3%+36.4pp | 56.3%+27.4pp | 68.1%+15.6pp |
| Annual return | 10.23% | 664.98%-654.7pp | 358.33%-348.1pp | 53.51%-43.3pp |
| Employer contribution / active EE | $727 | $637+14.2% | $962-24.4% | $2,552-71.5% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $163 | $2,022-92.0% | $2,460-93.4% | $7,339-97.8% |