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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 | $99,995-63.1% | $85,063-56.6% | $145,978-74.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.50% | 83.99%-76.5pp | 66.54%-59.0pp | 550.52%-543.0pp |
| Employer contribution / active EE | $14,097 | $3,231+336.3% | $2,727+416.9% | $4,662+202.4% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $194 | $7,255-97.3% | $6,155-96.8% | $13,400-98.6% |