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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 | $19,477 | $110,410-82.4% | $102,437-81.0% | $145,897-86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -0.60% | 24.85%-25.4pp | 24.95%-25.5pp | 552.29%-552.9pp |
| Employer contribution / active EE | $12,662 | $4,217+200.2% | $3,871+227.1% | $4,663+171.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |