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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 | $51,430 | $110,410-53.4% | $102,437-49.8% | $145,897-64.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 5.86% | 24.85%-19.0pp | 24.95%-19.1pp | 552.29%-546.4pp |
| Employer contribution / active EE | $21,332 | $4,217+405.8% | $3,871+451.1% | $4,663+357.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |