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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 | $33,980 | $56,339-39.7% | $104,301-67.4% | $68,486-50.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -26.85% | -9.19%-17.7pp | 24.61%-51.5pp | -7.85%-19.0pp |
| Employer contribution / active EE | $1,481 | $1,960-24.4% | $3,373-56.1% | $2,597-43.0% |
| Participant deferral / active EE | $634 | $3,077-79.4% | $4,626-86.3% | $4,028-84.3% |
| Admin fee / account holder | $241 | $4,902-95.1% | $7,340-96.7% | $5,404-95.5% |