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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 | $16,939 | $111,814-84.9% | $103,374-83.6% | $145,959-88.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.52% | 24.77%-22.2pp | 24.89%-22.4pp | 561.95%-559.4pp |
| Employer contribution / active EE | $7,657 | $4,214+81.7% | $3,869+97.9% | $4,661+64.3% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $57 | $9,754-99.4% | $8,394-99.3% | $13,398-99.6% |