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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 | $27,736 | $157,304-82.4% | $141,197-80.4% | $152,909-81.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.82% | 64.34%-55.5pp | 71.41%-62.6pp | 345.46%-336.6pp |
| Employer contribution / active EE | $6,187 | $5,263+17.6% | $4,736+30.6% | $4,764+29.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $205 | $12,126-98.3% | $10,265-98.0% | $11,601-98.2% |