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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 | $22,440 | $124,425-82.0% | $112,040-80.0% | $137,256-83.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.56% | 24.72%-21.2pp | 24.52%-21.0pp | 220.34%-216.8pp |
| Employer contribution / active EE | $10,505 | $3,411+207.9% | $2,954+255.6% | $4,156+152.8% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $111 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |