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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 | $41,039 | $157,304-73.9% | $141,197-70.9% | $152,909-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.71% | 64.34%-58.6pp | 71.41%-65.7pp | 345.46%-339.8pp |
| Employer contribution / active EE | $20,783 | $5,263+294.9% | $4,736+338.8% | $4,764+336.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $72 | $12,126-99.4% | $10,265-99.3% | $11,601-99.4% |