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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 | $26,717 | $65,696-59.3% | $56,429-52.7% | $147,586-81.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 4.12% | 13.32%-9.2pp | 19.04%-14.9pp | 578.59%-574.5pp |
| Employer contribution / active EE | $2,099 | $4,121-49.1% | $3,405-38.3% | $4,876-56.9% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,886-100.0% |