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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 | $59,229 | $101,618-41.7% | $93,063-36.4% | $137,256-56.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 3.37% | 223.95%-220.6pp | 34.15%-30.8pp | 220.34%-217.0pp |
| Employer contribution / active EE | $22,589 | $2,707+734.4% | $2,476+812.3% | $4,156+443.5% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |