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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 | $16,431 | $110,410-85.1% | $102,437-84.0% | $145,897-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.08% | 24.85%-16.8pp | 24.95%-16.9pp | 552.29%-544.2pp |
| Employer contribution / active EE | $973 | $4,217-76.9% | $3,871-74.9% | $4,663-79.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $114 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |