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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 | $21,926 | $111,814-80.4% | $103,378-78.8% | $145,978-85.0% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 1.05% | 24.80%-23.7pp | 24.91%-23.9pp | 550.52%-549.5pp |
| Employer contribution / active EE | $6,101 | $4,215+44.7% | $3,870+57.6% | $4,662+30.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |