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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 | $20,148 | $52,379-61.5% | $46,225-56.4% | $273,972-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 1.84% | 7.23%-5.4pp | 7.57%-5.7pp | 41.46%-39.6pp |
| Employer contribution / active EE | $1,989 | $4,226-52.9% | $3,424-41.9% | $4,869-59.1% |
| Participant deferral / active EE | $432 | $4,660-90.7% | $3,776-88.6% | $5,287-91.8% |
| Admin fee / account holder | $21 | $4,652-99.5% | $3,519-99.4% | $10,133-99.8% |