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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 | $87,500 | $172,111-49.2% | $150,298-41.8% | $137,256-36.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.87% | 69.37%-66.5pp | 62.79%-59.9pp | 220.34%-217.5pp |
| Employer contribution / active EE | $1,040 | $4,636-77.6% | $4,154-75.0% | $4,156-75.0% |
| Participant deferral / active EE | $1,040 | $6,166-83.1% | $5,453-80.9% | $6,407-83.8% |
| Admin fee / account holder | $22 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |