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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 | $23,312 | $69,274-66.3% | $64,097-63.6% | $139,487-83.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.34% | 46.00%-41.7pp | 33.75%-29.4pp | 373.84%-369.5pp |
| Employer contribution / active EE | $2,204 | $3,187-30.8% | $2,750-19.9% | $4,755-53.6% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |