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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 | $36,862 | $98,760-62.7% | $149,715-75.4% | $79,858-53.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.35% | 27.43%-23.1pp | 276.66%-272.3pp | 31.72%-27.4pp |
| Employer contribution / active EE | $4,444 | $3,217+38.2% | $4,645-4.3% | $2,471+79.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $193 | $6,053-96.8% | $9,310-97.9% | $5,306-96.4% |