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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 | $35,453 | $85,171-58.4% | $172,753-79.5% | $72,976-51.4% |
| Participation rate | 95.0% | 70.1%+24.9pp | 82.6%+12.4pp | 69.5%+25.5pp |
| Annual return | 1.28% | 27.32%-26.0pp | 803.00%-801.7pp | 81.02%-79.7pp |
| Employer contribution / active EE | $1,243 | $3,324-62.6% | $5,144-75.8% | $2,440-49.1% |
| Participant deferral / active EE | $120 | $3,260-96.3% | $5,198-97.7% | $3,608-96.7% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |