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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 | $49,117 | $112,121-56.2% | $95,960-48.8% | $158,966-69.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.23% | 171.16%-165.9pp | 91.63%-86.4pp | 302.95%-297.7pp |
| Employer contribution / active EE | $15,000 | $3,199+368.9% | $2,541+490.2% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $161 | $10,135-98.4% | $6,797-97.6% | $11,250-98.6% |