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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 | $31,855 | $232,540-86.3% | $185,117-82.8% | $147,585-78.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.05% | 43.03%-39.0pp | 40.50%-36.4pp | 578.58%-574.5pp |
| Employer contribution / active EE | $2,679 | $5,195-48.4% | $4,182-35.9% | $4,876-45.1% |
| Participant deferral / active EE | $363 | $5,834-93.8% | $5,045-92.8% | $5,439-93.3% |
| Admin fee / account holder | $15 | $10,275-99.9% | $8,159-99.8% | $10,886-99.9% |