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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 | $41,048 | $157,276-73.9% | $141,177-70.9% | $152,885-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.44% | 64.33%-55.9pp | 71.40%-63.0pp | 345.39%-337.0pp |
| Employer contribution / active EE | $2,344 | $5,262-55.4% | $4,736-50.5% | $4,763-50.8% |
| Participant deferral / active EE | $830 | $7,110-88.3% | $6,710-87.6% | $5,851-85.8% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |