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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 | $26,906 | $100,970-73.4% | $96,576-72.1% | $137,256-80.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.94% | 38.16%-28.2pp | 38.47%-28.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $400 | $3,809-89.5% | $3,553-88.7% | $4,156-90.4% |
| Participant deferral / active EE | $500 | $8,286-94.0% | $7,956-93.7% | $6,407-92.2% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |