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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 | $23,517 | $124,351-81.1% | $109,188-78.5% | $167,553-86.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -1.04% | 26.04%-27.1pp | 25.76%-26.8pp | 478.89%-479.9pp |
| Employer contribution / active EE | $5,774 | $4,210+37.2% | $3,723+55.1% | $4,840+19.3% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $59 | $7,975-99.3% | $6,755-99.1% | $12,316-99.5% |