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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 | $17,012 | $127,296-86.6% | $109,907-84.5% | $167,536-89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 1.36% | 22.97%-21.6pp | 29.46%-28.1pp | 478.82%-477.5pp |
| Employer contribution / active EE | $1,764 | $3,325-46.9% | $2,844-38.0% | $4,839-63.5% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |