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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 | $21,337 | $154,209-86.2% | $130,062-83.6% | $139,487-84.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.20% | 32.52%-27.3pp | -137.37%+142.6pp | 373.84%-368.6pp |
| Employer contribution / active EE | $10,832 | $5,292+104.7% | $4,322+150.6% | $4,755+127.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |