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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 | $47,822 | $110,410-56.7% | $102,437-53.3% | $145,897-67.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.17% | 24.85%-17.7pp | 24.95%-17.8pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,517 | $4,217-64.0% | $3,871-60.8% | $4,663-67.5% |
| Participant deferral / active EE | $1,008 | $5,622-82.1% | $5,060-80.1% | $6,689-84.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |