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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 | $13,013 | $110,410-88.2% | $102,437-87.3% | $145,897-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.31% | 24.85%-16.5pp | 24.95%-16.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,751 | $4,217-58.5% | $3,871-54.8% | $4,663-62.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $222 | $9,745-97.7% | $8,388-97.3% | $13,390-98.3% |