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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 | $20,525 | $111,814-81.6% | $103,378-80.1% | $145,978-85.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 2.75% | 24.80%-22.1pp | 24.91%-22.2pp | 550.52%-547.8pp |
| Employer contribution / active EE | $2,273 | $4,215-46.1% | $3,870-41.3% | $4,662-51.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13 | $9,764-99.9% | $8,401-99.8% | $13,400-99.9% |