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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 | $17,582 | $106,280-83.5% | $96,538-81.8% | $139,487-87.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.72% | 38.48%-30.8pp | 35.74%-28.0pp | 373.84%-366.1pp |
| Employer contribution / active EE | $3,750 | $4,107-8.7% | $3,740+0.3% | $4,755-21.1% |
| Participant deferral / active EE | $757 | $5,457-86.1% | $4,880-84.5% | $6,713-88.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |