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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 | $18,995 | $112,729-83.2% | $98,716-80.8% | $137,256-86.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -0.03% | 38.48%-38.5pp | 31.81%-31.8pp | 220.34%-220.4pp |
| Employer contribution / active EE | $2,875 | $2,725+5.5% | $2,279+26.2% | $4,156-30.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |