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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 | $16,062 | $68,681-76.6% | $86,625-81.5% | $85,851-81.3% |
| Participation rate | 94.9% | 66.4%+28.5pp | 71.6%+23.2pp | 69.3%+25.6pp |
| Annual return | 11.03% | 20.12%-9.1pp | 63.52%-52.5pp | 318.63%-307.6pp |
| Employer contribution / active EE | $5,468 | $1,880+190.8% | $2,496+119.1% | $2,565+113.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $85 | $5,974-98.6% | $5,830-98.5% | $6,261-98.6% |