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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 | $47,163 | $58,311-19.1% | $81,882-42.4% | $80,959-41.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.18% | 41.85%-31.7pp | 779.47%-769.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $5,007 | $2,347+113.4% | $2,916+71.7% | $2,757+81.6% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22 | $4,752-99.5% | $7,360-99.7% | $6,925-99.7% |