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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 | $14,849 | $105,145-85.9% | $94,664-84.3% | $139,466-89.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 2.21% | 38.09%-35.9pp | 156.84%-154.6pp | 373.66%-371.4pp |
| Employer contribution / active EE | $3,256 | $4,107-20.7% | $3,673-11.4% | $4,754-31.5% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |