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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 | $117,846-79.0% | $102,434-75.9% | $145,884-83.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.23% | 31.90%-30.7pp | 29.46%-28.2pp | 551.85%-550.6pp |
| Employer contribution / active EE | $8,000 | $3,615+121.3% | $3,023+164.6% | $4,662+71.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |