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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 | $10,360 | $22,602-54.2% | $65,566-84.2% | $75,173-86.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 64.9%+35.1pp | 67.2%+32.8pp |
| Annual return | 12.68% | 71.13%-58.5pp | 47.40%-34.7pp | 160.72%-148.0pp |
| Employer contribution / active EE | $2,217 | $941+135.6% | $1,692+31.0% | $2,671-17.0% |
| Participant deferral / active EE | $76 | $1,695-95.5% | $2,832-97.3% | $4,126-98.2% |
| Admin fee / account holder | $0 | $1,877-100.0% | $4,114-100.0% | $5,651-100.0% |