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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 | $14,379 | $149,040-90.4% | $120,225-88.0% | $137,256-89.5% |
| Participation rate | 87.0% | 75.4%+11.5pp | 69.6%+17.4pp | 80.0%+7.0pp |
| Annual return | 4.04% | 605.68%-601.6pp | 439.23%-435.2pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,087 | $4,350-75.0% | $3,475-68.7% | $4,156-73.8% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $287 | $6,348-95.5% | $5,696-95.0% | $12,270-97.7% |