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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 | $22,626 | $166,089-86.4% | $164,928-86.3% | $145,978-84.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.81% | 100.26%-92.4pp | 70.08%-62.3pp | 550.52%-542.7pp |
| Employer contribution / active EE | $2,400 | $5,276-54.5% | $4,343-44.7% | $4,662-48.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $68 | $16,641-99.6% | $12,684-99.5% | $13,400-99.5% |