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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 | $38,177 | $77,416-50.7% | $69,464-45.0% | $152,897-75.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.13% | 39.08%-34.9pp | 28.98%-24.8pp | 345.43%-341.3pp |
| Employer contribution / active EE | $1,523 | $3,315-54.1% | $2,779-45.2% | $4,764-68.0% |
| Participant deferral / active EE | $693 | $4,413-84.3% | $3,536-80.4% | $5,851-88.2% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |