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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 | $38,631 | $102,638-62.4% | $81,982-52.9% | $158,982-75.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.95% | 61.05%-60.1pp | 41.31%-40.4pp | 302.99%-302.0pp |
| Employer contribution / active EE | $2,173 | $3,241-32.9% | $2,498-13.0% | $4,763-54.4% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |