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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 | $12,426 | $47,848-74.0% | $81,473-84.7% | $70,126-82.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 12.84% | 27.25%-14.4pp | 38.78%-25.9pp | 73.15%-60.3pp |
| Employer contribution / active EE | $680 | $1,527-55.5% | $2,568-73.5% | $2,343-71.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $183 | $3,145-94.2% | $4,561-96.0% | $4,645-96.1% |