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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 | $48,644 | $103,038-52.8% | $90,324-46.1% | $152,909-68.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.57% | 95.25%-88.7pp | 78.15%-71.6pp | 345.46%-338.9pp |
| Employer contribution / active EE | $3,857 | $3,141+22.8% | $2,856+35.1% | $4,764-19.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |