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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 | $25,817 | $100,139-74.2% | $85,187-69.7% | $145,884-82.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.44% | 84.15%-76.7pp | 66.67%-59.2pp | 551.85%-544.4pp |
| Employer contribution / active EE | $5,175 | $3,238+59.8% | $2,732+89.4% | $4,662+11.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $156 | $7,262-97.9% | $6,162-97.5% | $13,392-98.8% |