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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 | $13,997 | $110,337-87.3% | $102,383-86.3% | $145,877-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.32% | 24.83%-17.5pp | 24.94%-17.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $6,073 | $4,216+44.0% | $3,870+56.9% | $4,663+30.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $88 | $9,750-99.1% | $8,391-98.9% | $13,402-99.3% |