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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 | $43,081 | $124,980-65.5% | $108,359-60.2% | $154,746-72.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 3.95% | 45.00%-41.0pp | 36.89%-32.9pp | 172.34%-168.4pp |
| Employer contribution / active EE | $6,139 | $2,851+115.3% | $2,399+155.8% | $4,379+40.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13 | $11,502-99.9% | $9,741-99.9% | $14,365-99.9% |