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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 | $30,586 | $115,810-73.6% | $101,271-69.8% | $158,966-80.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.45% | 56.15%-49.7pp | 46.48%-40.0pp | 302.95%-296.5pp |
| Employer contribution / active EE | $9,750 | $4,175+133.5% | $3,660+166.4% | $4,762+104.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $153 | $7,248-97.9% | $5,948-97.4% | $11,250-98.6% |