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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 | $57,168 | $102,245-44.1% | $89,340-36.0% | $137,256-58.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.54% | 21.89%-15.3pp | 20.57%-14.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $4,231 | $2,529+67.3% | $2,231+89.6% | $4,156+1.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $51 | $8,085-99.4% | $6,704-99.2% | $12,270-99.6% |