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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 | $38,269 | $112,729-66.1% | $98,716-61.2% | $137,256-72.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.61% | 38.48%-29.9pp | 31.81%-23.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $11,884 | $2,725+336.1% | $2,279+421.6% | $4,156+186.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $137 | $10,129-98.6% | $8,703-98.4% | $12,270-98.9% |