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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 | $40,532 | $103,393-60.8% | $87,103-53.5% | $152,909-73.5% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 0.13% | 28.10%-28.0pp | 28.19%-28.1pp | 345.46%-345.3pp |
| Employer contribution / active EE | $7,143 | $3,221+121.8% | $2,521+183.3% | $4,764+49.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $67 | $12,195-99.5% | $7,491-99.1% | $11,601-99.4% |