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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 | $45,640 | $75,720-39.7% | $90,312-49.5% | $86,983-47.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 5.81% | 18.55%-12.7pp | 18.90%-13.1pp | 25.83%-20.0pp |
| Employer contribution / active EE | $5,438 | $1,945+179.5% | $2,243+142.5% | $2,584+110.4% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $106 | $6,201-98.3% | $8,248-98.7% | $7,856-98.6% |