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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 | $36,205 | $118,869-69.5% | $96,575-62.5% | $167,518-78.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.91% | 50.49%-44.6pp | 37.79%-31.9pp | 478.71%-472.8pp |
| Employer contribution / active EE | $1,590 | $3,120-49.0% | $2,357-32.5% | $4,838-67.1% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $215 | $8,067-97.3% | $6,182-96.5% | $12,312-98.3% |