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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 | $73,873 | $94,766-22.0% | $112,923-34.6% | $139,487-47.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 6.67% | 40.96%-34.3pp | 34.13%-27.5pp | 373.84%-367.2pp |
| Employer contribution / active EE | $22,603 | $4,636+387.5% | $4,570+394.6% | $4,755+375.4% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $111 | $8,529-98.7% | $7,046-98.4% | $11,407-99.0% |