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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 | $61,354 | $58,311+5.2% | $81,882-25.1% | $80,959-24.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 4.61% | 41.85%-37.2pp | 779.47%-774.9pp | 35.67%-31.1pp |
| Employer contribution / active EE | $3,333 | $2,347+42.0% | $2,916+14.3% | $2,757+20.9% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |