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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 | $61,811 | $111,814-44.7% | $103,374-40.2% | $145,959-57.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.12% | 24.77%-20.7pp | 24.89%-20.8pp | 561.95%-557.8pp |
| Employer contribution / active EE | $18,590 | $4,214+341.2% | $3,869+380.4% | $4,661+298.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7 | $9,754-99.9% | $8,394-99.9% | $13,398-99.9% |