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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 | $58,258+5.3% | $81,820-25.0% | $80,925-24.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 4.61% | 41.76%-37.2pp | 777.93%-773.3pp | 35.65%-31.0pp |
| Employer contribution / active EE | $3,333 | $2,345+42.1% | $2,915+14.4% | $2,756+20.9% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |