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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 | $100,262-82.3% | $81,370-78.2% | $145,897-87.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 2.17% | 34.52%-32.3pp | 24.85%-22.7pp | 552.29%-550.1pp |
| Employer contribution / active EE | $5,602 | $2,979+88.1% | $2,464+127.4% | $4,663+20.2% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $186 | $8,163-97.7% | $5,749-96.8% | $13,390-98.6% |