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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 | $112,729-61.8% | $98,716-56.4% | $137,256-68.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 3.95% | 38.48%-34.5pp | 31.81%-27.9pp | 220.34%-216.4pp |
| Employer contribution / active EE | $6,139 | $2,725+125.2% | $2,279+169.4% | $4,156+47.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |