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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 | $78,587 | $152,612-48.5% | $125,192-37.2% | $152,897-48.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 8.13% | 54.85%-46.7pp | 43.79%-35.7pp | 345.43%-337.3pp |
| Employer contribution / active EE | $7,795 | $4,947+57.6% | $3,866+101.6% | $4,764+63.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $66 | $13,437-99.5% | $9,704-99.3% | $11,599-99.4% |