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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 | $20,566 | $103,008-80.0% | $90,304-77.2% | $152,897-86.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.65% | 95.22%-93.6pp | 78.13%-76.5pp | 345.43%-343.8pp |
| Employer contribution / active EE | $2,000 | $3,139-36.3% | $2,855-29.9% | $4,764-58.0% |
| Participant deferral / active EE | $300 | $4,281-93.0% | $3,885-92.3% | $5,851-94.9% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |