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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 | $5,460 | $29,733-81.6% | $56,025-90.3% | $80,959-93.3% |
| Participation rate | 92.6% | 41.7%+50.9pp | 52.5%+40.1pp | 67.7%+24.9pp |
| Annual return | 9.68% | 35.28%-25.6pp | 1712.69%-1703.0pp | 35.67%-26.0pp |
| Employer contribution / active EE | $407 | $672-39.5% | $1,042-61.0% | $2,757-85.2% |
| Participant deferral / active EE | $186 | $1,229-84.9% | $1,955-90.5% | $4,300-95.7% |
| Admin fee / account holder | $151 | $2,434-93.8% | $2,828-94.7% | $6,925-97.8% |