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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 | $14,066 | $25,014-43.8% | $69,701-79.8% | $80,874-82.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 6.42% | 19.07%-12.7pp | 100.32%-93.9pp | 35.62%-29.2pp |
| Employer contribution / active EE | $5,593 | $993+463.2% | $1,713+226.4% | $2,756+103.0% |
| Participant deferral / active EE | $78 | $1,839-95.8% | $2,887-97.3% | $4,297-98.2% |
| Admin fee / account holder | $172 | $2,488-93.1% | $4,717-96.4% | $6,935-97.5% |