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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 | $36,434 | $85,766-57.5% | $136,298-73.3% | $70,126-48.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 6.70% | 31.46%-24.8pp | 5156.27%-5149.6pp | 73.15%-66.4pp |
| Employer contribution / active EE | $5,319 | $2,966+79.3% | $4,696+13.3% | $2,343+127.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $54 | $5,421-99.0% | $9,244-99.4% | $4,645-98.8% |