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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 | $42,883 | $100,938-57.5% | $90,461-52.6% | $158,982-73.0% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 5.72% | 1727.20%-1721.5pp | 1294.76%-1289.0pp | 302.99%-297.3pp |
| Employer contribution / active EE | $1,081 | $3,691-70.7% | $3,264-66.9% | $4,763-77.3% |
| Participant deferral / active EE | $602 | $4,350-86.2% | $3,964-84.8% | $5,983-89.9% |
| Admin fee / account holder | $127 | $6,510-98.0% | $5,617-97.7% | $11,252-98.9% |