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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 | $27,710 | $148,582-81.4% | $135,942-79.6% | $139,456-80.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.00% | 79.26%-70.3pp | 68.28%-59.3pp | 373.45%-364.5pp |
| Employer contribution / active EE | $4,353 | $5,245-17.0% | $4,858-10.4% | $4,753-8.4% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $48 | $12,402-99.6% | $10,764-99.6% | $11,407-99.6% |