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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 | $10,613 | $100,139-89.4% | $85,187-87.5% | $145,884-92.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.67% | 84.15%-83.5pp | 66.67%-66.0pp | 551.85%-551.2pp |
| Employer contribution / active EE | $5,509 | $3,238+70.1% | $2,732+101.6% | $4,662+18.2% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15 | $7,262-99.8% | $6,162-99.8% | $13,392-99.9% |