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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 | $49,009 | $110,379-55.6% | $102,412-52.1% | $145,884-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.97% | 24.84%-16.9pp | 24.94%-17.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $20,503 | $4,216+386.3% | $3,870+429.8% | $4,662+339.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |