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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 | $49,997 | $48,050+4.1% | $85,969-41.8% | $59,633-16.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -3.24% | 0.29%-3.5pp | 9.32%-12.6pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $2,068 | $1,640+26.1% | $3,474-40.5% | $2,203-6.1% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $42 | $3,206-98.7% | $6,053-99.3% | $4,297-99.0% |