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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 | $40,758 | $111,301-63.4% | $112,977-63.9% | $158,950-74.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 3.31% | 26.40%-23.1pp | 24.24%-20.9pp | 302.91%-299.6pp |
| Employer contribution / active EE | $7,583 | $4,471+69.6% | $4,255+78.2% | $4,762+59.3% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $193 | $8,392-97.7% | $6,294-96.9% | $11,248-98.3% |