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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 | $61,346 | $58,493+4.9% | $84,023-27.0% | $72,976-15.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | -0.75% | 28.93%-29.7pp | 71.32%-72.1pp | 81.02%-81.8pp |
| Employer contribution / active EE | $429 | $1,163-63.1% | $1,984-78.4% | $2,440-82.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $99 | $4,569-97.8% | $6,102-98.4% | $5,124-98.1% |