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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 | $38,686 | $124,425-68.9% | $112,040-65.5% | $137,256-71.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 1.63% | 24.72%-23.1pp | 24.52%-22.9pp | 220.34%-218.7pp |
| Employer contribution / active EE | $14,198 | $3,411+316.2% | $2,954+380.6% | $4,156+241.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $129 | $15,207-99.2% | $12,098-98.9% | $12,270-98.9% |