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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 | $57,793 | $106,905-45.9% | $84,020-31.2% | $152,885-62.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 6.71% | 105.00%-98.3pp | 71.31%-64.6pp | 345.39%-338.7pp |
| Employer contribution / active EE | $24,691 | $2,735+802.9% | $1,984+1144.8% | $4,763+418.4% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10 | $8,287-99.9% | $6,101-99.8% | $11,598-99.9% |