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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 | $23,649 | $157,304-85.0% | $141,197-83.3% | $152,909-84.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.00% | 64.34%-63.3pp | 71.41%-70.4pp | 345.46%-344.5pp |
| Employer contribution / active EE | $11,132 | $5,263+111.5% | $4,736+135.0% | $4,764+133.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $148 | $12,126-98.8% | $10,265-98.6% | $11,601-98.7% |