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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 | $19,226 | $110,410-82.6% | $102,437-81.2% | $145,897-86.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.48% | 24.85%-16.4pp | 24.95%-16.5pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,152 | $4,217-49.0% | $3,871-44.4% | $4,663-53.8% |
| Participant deferral / active EE | $716 | $5,622-87.3% | $5,060-85.8% | $6,689-89.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |