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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 | $160,040-84.5% | $147,096-83.1% | $145,877-83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.69% | 98.49%-90.8pp | 419.75%-412.1pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,240 | $5,289-57.6% | $4,936-54.6% | $4,663-52.0% |
| Participant deferral / active EE | $760 | $8,429-91.0% | $8,071-90.6% | $6,691-88.6% |
| Admin fee / account holder | $98 | $15,050-99.4% | $13,005-99.2% | $13,402-99.3% |