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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 | $24,047 | $58,099-58.6% | $76,872-68.7% | $75,173-68.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 4.15% | 26.71%-22.6pp | 37.90%-33.8pp | 160.72%-156.6pp |
| Employer contribution / active EE | $4,576 | $1,996+129.3% | $2,533+80.6% | $2,671+71.3% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $151 | $4,778-96.8% | $5,476-97.2% | $5,651-97.3% |