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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 | $35,898 | $65,434-45.1% | $98,483-63.5% | $85,847-58.2% |
| Participation rate | 83.6% | 65.0%+18.6pp | 73.3%+10.3pp | 69.3%+14.3pp |
| Annual return | 4.90% | 21.75%-16.9pp | 1494.38%-1489.5pp | 318.61%-313.7pp |
| Employer contribution / active EE | $1,240 | $2,169-42.8% | $2,961-58.1% | $2,565-51.7% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $147 | $4,595-96.8% | $5,953-97.5% | $6,261-97.6% |