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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 | $36,926 | $100,203-63.1% | $85,240-56.7% | $145,897-74.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.50% | 84.28%-76.8pp | 66.75%-59.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $14,097 | $3,242+334.9% | $2,735+415.4% | $4,663+202.3% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $194 | $7,265-97.3% | $6,165-96.8% | $13,390-98.5% |