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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 | $14,077 | $77,638-81.9% | $156,551-91.0% | $62,881-77.6% |
| Participation rate | 81.8% | 71.2%+10.6pp | 84.0%-2.2pp | 69.3%+12.5pp |
| Annual return | 3.45% | 50.33%-46.9pp | 32.23%-28.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $2,158 | $3,444-37.3% | $5,501-60.8% | $2,281-5.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $110 | $5,561-98.0% | $13,028-99.2% | $4,296-97.4% |