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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 | $15,140 | $110,379-86.3% | $102,412-85.2% | $145,884-89.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.02% | 24.84%-15.8pp | 24.94%-15.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $4,117 | $4,216-2.3% | $3,870+6.4% | $4,662-11.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |