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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 | $18,303 | $60,119-69.6% | $90,430-79.8% | $79,858-77.1% |
| Participation rate | 90.9% | 65.0%+25.9pp | 72.7%+18.2pp | 69.6%+21.3pp |
| Annual return | 3.78% | 71.94%-68.2pp | 1293.73%-1289.9pp | 31.72%-27.9pp |
| Employer contribution / active EE | $1,885 | $2,068-8.8% | $3,262-42.2% | $2,471-23.7% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $118 | $3,976-97.0% | $5,613-97.9% | $5,306-97.8% |