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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 | $52,550 | $99,053-46.9% | $88,179-40.4% | $138,895-62.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 0.67% | 78.17%-77.5pp | 64.97%-64.3pp | 145.39%-144.7pp |
| Employer contribution / active EE | $4,956 | $2,882+72.0% | $2,549+94.4% | $4,194+18.2% |
| Participant deferral / active EE | $834 | $5,225-84.0% | $4,614-81.9% | $6,396-87.0% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |