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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 | $44,168 | $165,399-73.3% | $149,745-70.5% | $158,982-72.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.33% | 348.34%-341.0pp | 276.72%-269.4pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,959 | $5,105-61.6% | $4,646-57.8% | $4,763-58.9% |
| Participant deferral / active EE | $2,241 | $7,183-68.8% | $6,843-67.2% | $5,983-62.5% |
| Admin fee / account holder | $34 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |