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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 | $100,147-88.3% | $81,286-85.6% | $145,877-92.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.33% | 34.44%-29.1pp | 24.80%-19.5pp | 551.28%-546.0pp |
| Employer contribution / active EE | $8,464 | $2,977+184.3% | $2,463+243.7% | $4,663+81.5% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $81 | $8,201-99.0% | $5,764-98.6% | $13,402-99.4% |