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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 | $34,182 | $65,985-48.2% | - | $152,885-77.6% |
| Participation rate | 100.0% | 72.3%+27.7pp | - | 82.5%+17.5pp |
| Annual return | 5.93% | 27.82%-21.9pp | - | 345.39%-339.5pp |
| Employer contribution / active EE | $6,523 | $2,766+135.8% | - | $4,763+36.9% |
| Participant deferral / active EE | $0 | $4,125-100.0% | - | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,647-100.0% | - | $11,598-100.0% |