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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 | $49,180 | $116,462-57.8% | $157,143-68.7% | $116,462-57.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 84.9%+15.1pp | 74.7%+25.3pp |
| Annual return | 6.94% | 15.65%-8.7pp | -5.74%+12.7pp | 15.65%-8.7pp |
| Employer contribution / active EE | $5,759 | $3,231+78.2% | $4,066+41.6% | $3,231+78.2% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $3,906-100.0% | $3,836-100.0% |
| Admin fee / account holder | $0 | $12,754-100.0% | $15,459-100.0% | $12,754-100.0% |