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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 | $166,242-86.4% | $165,071-86.3% | $145,884-84.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.81% | 100.44%-92.6pp | 70.17%-62.4pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,400 | $5,283-54.6% | $4,347-44.8% | $4,662-48.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $68 | $16,658-99.6% | $12,695-99.5% | $13,392-99.5% |