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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 | $30,719 | $67,606-54.6% | $82,313-62.7% | $70,124-56.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.30% | 21.57%-12.3pp | 25.88%-16.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $1,613 | $1,755-8.1% | $2,428-33.6% | $2,342-31.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $201 | $4,512-95.5% | $5,608-96.4% | $4,645-95.7% |