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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 | $100,073-74.2% | $85,126-69.7% | $145,877-82.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.44% | 84.11%-76.7pp | 66.63%-59.2pp | 551.28%-543.8pp |
| Employer contribution / active EE | $5,175 | $3,236+59.9% | $2,731+89.5% | $4,663+11.0% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $156 | $7,261-97.9% | $6,160-97.5% | $13,402-98.8% |