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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 | $17,380 | $90,486-80.8% | $78,676-77.9% | $273,972-93.7% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 0.01% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $3,819 | $3,175+20.3% | $2,850+34.0% | $4,869-21.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |