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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 | $59,814 | $124,346-51.9% | $111,308-46.3% | $167,536-64.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 1.72% | 37.45%-35.7pp | 54.67%-52.9pp | 478.82%-477.1pp |
| Employer contribution / active EE | $30,043 | $3,437+774.0% | $2,732+999.8% | $4,839+520.8% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |