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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 | $31,551 | $106,280-70.3% | $96,538-67.3% | $139,487-77.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.71% | 38.48%-29.8pp | 35.74%-27.0pp | 373.84%-365.1pp |
| Employer contribution / active EE | $10,671 | $4,107+159.8% | $3,740+185.3% | $4,755+124.4% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $195 | $7,888-97.5% | $6,737-97.1% | $11,407-98.3% |