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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 | $64,712 | $103,164-37.3% | $90,259-28.3% | $154,746-58.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 6.11% | 19.25%-13.1pp | 18.88%-12.8pp | 172.34%-166.2pp |
| Employer contribution / active EE | $1,836 | $2,532-27.5% | $2,291-19.9% | $4,379-58.1% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $265 | $8,593-96.9% | $7,267-96.4% | $14,365-98.2% |