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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 | $67,116 | $110,379-39.2% | $102,412-34.5% | $145,884-54.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.35% | 24.84%-23.5pp | 24.94%-23.6pp | 551.85%-550.5pp |
| Employer contribution / active EE | $33,333 | $4,216+690.6% | $3,870+761.3% | $4,662+615.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $116 | $9,745-98.8% | $8,388-98.6% | $13,392-99.1% |