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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 | $27,993 | $64,462-56.6% | $81,482-65.6% | $80,911-65.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 3.98% | 16.35%-12.4pp | 24.79%-20.8pp | 35.63%-31.6pp |
| Employer contribution / active EE | $4,643 | $1,979+134.7% | $2,463+88.5% | $2,756+68.5% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $37 | $5,678-99.3% | $5,761-99.4% | $6,935-99.5% |