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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 | $44,310 | $110,410-59.9% | $102,437-56.7% | $145,897-69.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.41% | 24.85%-20.4pp | 24.95%-20.5pp | 552.29%-547.9pp |
| Employer contribution / active EE | $9,675 | $4,217+129.4% | $3,871+150.0% | $4,663+107.5% |
| Participant deferral / active EE | $525 | $5,622-90.7% | $5,060-89.6% | $6,689-92.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |