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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 | $100,147-82.3% | $81,286-78.1% | $145,877-87.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 2.17% | 34.44%-32.3pp | 24.80%-22.6pp | 551.28%-549.1pp |
| Employer contribution / active EE | $5,602 | $2,977+88.2% | $2,463+127.5% | $4,663+20.1% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $186 | $8,201-97.7% | $5,764-96.8% | $13,402-98.6% |