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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 | $20,671 | $99,380-79.2% | $90,312-77.1% | $155,188-86.7% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 2.23% | 19.35%-17.1pp | 18.90%-16.7pp | 148.84%-146.6pp |
| Employer contribution / active EE | $10,255 | $2,390+329.1% | $2,243+357.3% | $4,248+141.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $31 | $9,766-99.7% | $8,248-99.6% | $14,480-99.8% |