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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 | $12,843 | $110,830-88.4% | $86,625-85.2% | $167,553-92.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.27% | 116.99%-116.7pp | 63.52%-63.3pp | 478.89%-478.6pp |
| Employer contribution / active EE | $7,064 | $3,245+117.7% | $2,496+183.0% | $4,840+46.0% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,420-100.0% | $5,830-100.0% | $12,316-100.0% |