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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 | $38,694 | $211,105-81.7% | $178,449-78.3% | $145,978-73.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.01% | 30.19%-24.2pp | 27.09%-21.1pp | 550.52%-544.5pp |
| Employer contribution / active EE | $13,229 | $4,569+189.6% | $3,951+234.9% | $4,662+183.8% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $174 | $12,017-98.6% | $10,362-98.3% | $13,400-98.7% |