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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 | $11,557 | $51,202-77.4% | $70,548-83.6% | $75,181-84.6% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 8.98% | 30.05%-21.1pp | 32.78%-23.8pp | 160.69%-151.7pp |
| Employer contribution / active EE | $4,618 | $1,827+152.8% | $2,975+55.2% | $2,671+72.9% |
| Participant deferral / active EE | $488 | $2,850-82.9% | $4,567-89.3% | $4,126-88.2% |
| Admin fee / account holder | $197 | $4,094-95.2% | $6,424-96.9% | $5,650-96.5% |