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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 | $26,075 | $106,923-75.6% | $84,023-69.0% | $152,909-82.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.22% | 105.02%-104.8pp | 71.32%-71.1pp | 345.46%-345.2pp |
| Employer contribution / active EE | $3,070 | $2,735+12.2% | $1,984+54.8% | $4,764-35.6% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $148 | $8,289-98.2% | $6,102-97.6% | $11,601-98.7% |