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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 | $24,723 | $117,904-79.0% | $102,457-75.9% | $145,978-83.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.23% | 31.80%-30.6pp | 29.41%-28.2pp | 550.52%-549.3pp |
| Employer contribution / active EE | $8,000 | $3,613+121.4% | $3,022+164.7% | $4,662+71.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17 | $13,329-99.9% | $9,451-99.8% | $13,400-99.9% |