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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 | $21,337 | $100,901-78.9% | $75,501-71.7% | $147,586-85.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 7.43% | 35.78%-28.4pp | 27.35%-19.9pp | 578.59%-571.2pp |
| Employer contribution / active EE | $4,981 | $3,253+53.1% | $2,352+111.8% | $4,876+2.2% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $278 | $11,285-97.5% | $5,801-95.2% | $10,886-97.4% |