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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 | $23,624 | $78,520-69.9% | $96,576-75.5% | $82,448-71.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 8.69% | 41.30%-32.6pp | 38.47%-29.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $5,800 | $2,630+120.6% | $3,553+63.2% | $2,551+127.4% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $34 | $13,455-99.7% | $11,381-99.7% | $7,234-99.5% |