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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 | $69,273-34.1% | $90,796-49.7% | $82,637-44.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 5.81% | 18.37%-12.6pp | 19.29%-13.5pp | 53.51%-47.7pp |
| Employer contribution / active EE | $5,438 | $1,865+191.5% | $2,294+137.1% | $2,552+113.1% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $106 | $5,511-98.1% | $7,024-98.5% | $7,339-98.6% |