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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 | $43,173 | $100,203-56.9% | $85,240-49.4% | $145,897-70.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 6.82% | 84.28%-77.5pp | 66.75%-59.9pp | 552.29%-545.5pp |
| Employer contribution / active EE | $3,051 | $3,242-5.9% | $2,735+11.5% | $4,663-34.6% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |