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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 | $9,644 | $37,446-74.2% | $77,513-87.6% | $79,852-87.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 6.53% | 39.76%-33.2pp | 54.81%-48.3pp | 31.72%-25.2pp |
| Employer contribution / active EE | $136 | $637-78.6% | $987-86.2% | $2,471-94.5% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $221 | $2,506-91.2% | $2,859-92.3% | $5,306-95.8% |