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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 | $3,407 | $70,366-95.2% | $66,674-94.9% | $138,895-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 1.59% | 386.41%-384.8pp | 321.24%-319.7pp | 145.39%-143.8pp |
| Employer contribution / active EE | $1,814 | $2,765-34.4% | $2,620-30.8% | $4,194-56.7% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |