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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 | $32,633 | $115,780-71.8% | $101,255-67.8% | $158,931-79.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.11% | 56.14%-49.0pp | 46.48%-39.4pp | 302.86%-295.7pp |
| Employer contribution / active EE | $12,186 | $4,175+191.9% | $3,660+233.0% | $4,761+155.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $62 | $7,246-99.1% | $5,946-99.0% | $11,247-99.5% |