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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 | $23,631 | $112,729-79.0% | $98,716-76.1% | $137,256-82.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 5.24% | 38.48%-33.2pp | 31.81%-26.6pp | 220.34%-215.1pp |
| Employer contribution / active EE | $516 | $2,725-81.1% | $2,279-77.4% | $4,156-87.6% |
| Participant deferral / active EE | $712 | $4,640-84.7% | $4,048-82.4% | $6,407-88.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |