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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 | $33,509 | $165,939-79.8% | $122,354-72.6% | $147,586-77.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 2.80% | 34.56%-31.8pp | 30.28%-27.5pp | 578.59%-575.8pp |
| Employer contribution / active EE | $7,464 | $5,754+29.7% | $4,051+84.2% | $4,876+53.1% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $145 | $7,425-98.0% | $5,479-97.3% | $10,886-98.7% |