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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 | $48,674 | $103,038-52.8% | $90,324-46.1% | $152,909-68.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.12% | 95.25%-91.1pp | 78.15%-74.0pp | 345.46%-341.3pp |
| Employer contribution / active EE | $351 | $3,141-88.8% | $2,856-87.7% | $4,764-92.6% |
| Participant deferral / active EE | $509 | $4,282-88.1% | $3,885-86.9% | $5,851-91.3% |
| Admin fee / account holder | $34 | $6,177-99.5% | $5,356-99.4% | $11,601-99.7% |