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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 | $32,161 | $107,368-70.0% | $92,915-65.4% | $152,909-79.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.75% | 145.64%-144.9pp | 109.45%-108.7pp | 345.46%-344.7pp |
| Employer contribution / active EE | $12,337 | $4,222+192.2% | $3,653+237.7% | $4,764+159.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $126 | $7,082-98.2% | $5,796-97.8% | $11,601-98.9% |