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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 | $43,216 | $72,027-40.0% | $185,861-76.7% | $79,856-45.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | -1.87% | 23.13%-25.0pp | 35.96%-37.8pp | 31.71%-33.6pp |
| Employer contribution / active EE | $2,400 | $1,965+22.1% | $4,088-41.3% | $2,471-2.9% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $293 | $4,513-93.5% | $9,503-96.9% | $5,306-94.5% |