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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 | $24,814 | $159,934-84.5% | $147,005-83.1% | $145,959-83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.69% | 98.24%-90.6pp | 418.76%-411.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $2,240 | $5,287-57.6% | $4,934-54.6% | $4,661-51.9% |
| Participant deferral / active EE | $760 | $8,427-91.0% | $8,070-90.6% | $6,689-88.6% |
| Admin fee / account holder | $98 | $15,053-99.4% | $13,006-99.2% | $13,398-99.3% |