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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 | $69,849 | $100,279-30.3% | $81,353-14.1% | $145,884-52.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.09% | 34.49%-30.4pp | 24.82%-20.7pp | 551.85%-547.8pp |
| Employer contribution / active EE | $19,204 | $2,979+544.6% | $2,464+679.4% | $4,662+311.9% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |