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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 | $51,837 | $91,037-43.1% | $71,671-27.7% | $147,586-64.9% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 0.11% | 20.48%-20.4pp | 20.65%-20.5pp | 578.59%-578.5pp |
| Employer contribution / active EE | $6,250 | $3,327+87.8% | $2,460+154.1% | $4,876+28.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |