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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 | $18,210 | $72,071-74.7% | $68,368-73.4% | $137,256-86.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 12.70% | 353.14%-340.4pp | 292.57%-279.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,433 | $2,788-48.6% | $2,649-45.9% | $4,156-65.5% |
| Participant deferral / active EE | $507 | $4,410-88.5% | $4,123-87.7% | $6,407-92.1% |
| Admin fee / account holder | $12 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |