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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 | $17,727 | $110,248-83.9% | $95,728-81.5% | $139,456-87.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.15% | 27.16%-22.0pp | 28.40%-23.2pp | 373.45%-368.3pp |
| Employer contribution / active EE | $1,850 | $3,258-43.2% | $2,835-34.8% | $4,753-61.1% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $28 | $6,607-99.6% | $5,673-99.5% | $11,407-99.8% |