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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 | $14,306 | $85,060-83.2% | $70,565-79.7% | $139,487-89.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 10.37% | 30.39%-20.0pp | 32.79%-22.4pp | 373.84%-363.5pp |
| Employer contribution / active EE | $7,555 | $3,912+93.1% | $2,976+153.9% | $4,755+58.9% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $59 | $8,932-99.3% | $6,430-99.1% | $11,407-99.5% |