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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 | $9,742 | $110,254-91.2% | $95,733-89.8% | $139,427-93.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.77% | 27.13%-25.4pp | 28.37%-26.6pp | 373.27%-371.5pp |
| Employer contribution / active EE | $5,447 | $3,258+67.2% | $2,835+92.1% | $4,752+14.6% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,244-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,404-100.0% |