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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 | $38,868 | $70,366-44.8% | $66,674-41.7% | $138,895-72.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.39% | 386.41%-377.0pp | 321.24%-311.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $5,775 | $2,765+108.8% | $2,620+120.4% | $4,194+37.7% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $98 | $5,262-98.1% | $5,098-98.1% | $12,562-99.2% |