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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 | $68,013 | $103,008-34.0% | $90,304-24.7% | $152,897-55.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.80% | 95.22%-90.4pp | 78.13%-73.3pp | 345.43%-340.6pp |
| Employer contribution / active EE | $2,824 | $3,139-10.1% | $2,855-1.1% | $4,764-40.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |