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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 | $39,812 | $106,923-62.8% | $84,023-52.6% | $152,909-74.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.78% | 105.02%-102.2pp | 71.32%-68.5pp | 345.46%-342.7pp |
| Employer contribution / active EE | $7,910 | $2,735+189.2% | $1,984+298.7% | $4,764+66.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $29 | $8,289-99.6% | $6,102-99.5% | $11,601-99.7% |