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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 | $18,092 | $106,247-83.0% | $96,515-81.3% | $139,466-87.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.73% | 38.47%-33.7pp | 35.73%-31.0pp | 373.66%-368.9pp |
| Employer contribution / active EE | $5,000 | $4,106+21.8% | $3,740+33.7% | $4,754+5.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $34 | $7,885-99.6% | $6,735-99.5% | $11,409-99.7% |