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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 | $27,188 | $111,814-75.7% | $103,374-73.7% | $145,959-81.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.21% | 24.77%-19.6pp | 24.89%-19.7pp | 561.95%-556.7pp |
| Employer contribution / active EE | $9,169 | $4,214+117.6% | $3,869+137.0% | $4,661+96.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $256 | $9,754-97.4% | $8,394-96.9% | $13,398-98.1% |