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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 | $50,975 | $110,410-53.8% | $102,437-50.2% | $145,897-65.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.20% | 24.85%-21.7pp | 24.95%-21.8pp | 552.29%-549.1pp |
| Employer contribution / active EE | $27,229 | $4,217+545.7% | $3,871+603.5% | $4,663+484.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |