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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 | $69,885 | $118,496-41.0% | $98,461-29.0% | $139,466-49.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.57% | 18.96%-15.4pp | 21.17%-17.6pp | 373.66%-370.1pp |
| Employer contribution / active EE | $37,139 | $3,611+928.6% | $3,049+1118.2% | $4,754+681.2% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $142 | $14,056-99.0% | $8,961-98.4% | $11,409-98.8% |