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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 | $11,865 | $110,410-89.3% | $102,437-88.4% | $145,897-91.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.67% | 24.85%-17.2pp | 24.95%-17.3pp | 552.29%-544.6pp |
| Employer contribution / active EE | $6,694 | $4,217+58.7% | $3,871+72.9% | $4,663+43.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $86 | $9,745-99.1% | $8,388-99.0% | $13,390-99.4% |