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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 | $14,519 | $111,814-87.0% | $103,374-86.0% | $145,959-90.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.15% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $3,221 | $4,214-23.6% | $3,869-16.8% | $4,661-30.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $279 | $9,754-97.1% | $8,394-96.7% | $13,398-97.9% |