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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 | $33,606 | $157,296-78.6% | $141,191-76.2% | $152,897-78.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.23% | 64.34%-57.1pp | 71.41%-64.2pp | 345.43%-338.2pp |
| Employer contribution / active EE | $1,250 | $5,262-76.2% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $293 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |