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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 | $59,191 | $108,912-45.7% | $100,383-41.0% | $145,959-59.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.44% | 57.96%-54.5pp | 49.26%-45.8pp | 561.95%-558.5pp |
| Employer contribution / active EE | $30,125 | $4,423+581.1% | $3,944+663.9% | $4,661+546.3% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $63 | $9,690-99.4% | $7,900-99.2% | $13,398-99.5% |