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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 | $17,763 | $100,004-82.2% | $81,438-78.2% | $145,959-87.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 2.17% | 34.34%-32.2pp | 24.74%-22.6pp | 561.95%-559.8pp |
| Employer contribution / active EE | $5,602 | $2,970+88.7% | $2,460+127.7% | $4,661+20.2% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $3,883-100.0% | $6,689-100.0% |
| Admin fee / account holder | $186 | $8,202-97.7% | $5,764-96.8% | $13,398-98.6% |