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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 | $111,814-85.3% | $103,374-84.1% | $145,959-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.08% | 24.77%-16.7pp | 24.89%-16.8pp | 561.95%-553.9pp |
| Employer contribution / active EE | $973 | $4,214-76.9% | $3,869-74.8% | $4,661-79.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $114 | $9,754-98.8% | $8,394-98.6% | $13,398-99.1% |