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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 | $28,335 | $102,632-72.4% | $81,988-65.4% | $158,950-82.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 4.03% | 61.05%-57.0pp | 41.31%-37.3pp | 302.91%-298.9pp |
| Employer contribution / active EE | $686 | $3,241-78.8% | $2,498-72.6% | $4,762-85.6% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $249 | $8,237-97.0% | $5,665-95.6% | $11,248-97.8% |