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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 | $11,733 | $100,279-88.3% | $81,353-85.6% | $145,884-92.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.33% | 34.49%-29.2pp | 24.82%-19.5pp | 551.85%-546.5pp |
| Employer contribution / active EE | $8,464 | $2,979+184.1% | $2,464+243.5% | $4,662+81.5% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $81 | $8,206-99.0% | $5,766-98.6% | $13,392-99.4% |