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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 | $31,017 | $157,304-80.3% | $141,197-78.0% | $152,909-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.66% | 64.34%-50.7pp | 71.41%-57.7pp | 345.46%-331.8pp |
| Employer contribution / active EE | $1,565 | $5,263-70.3% | $4,736-67.0% | $4,764-67.2% |
| Participant deferral / active EE | $1,335 | $7,111-81.2% | $6,710-80.1% | $5,851-77.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |