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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 | $10,535 | $100,262-89.5% | $81,370-87.1% | $145,897-92.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.35% | 34.52%-28.2pp | 24.85%-18.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $2,190 | $2,979-26.5% | $2,464-11.1% | $4,663-53.0% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $84 | $8,163-99.0% | $5,749-98.5% | $13,390-99.4% |