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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 | $70,366-74.1% | $66,674-72.7% | $138,895-86.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 12.70% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,433 | $2,765-48.2% | $2,620-45.3% | $4,194-65.8% |
| Participant deferral / active EE | $507 | $4,374-88.4% | $4,084-87.6% | $6,396-92.1% |
| Admin fee / account holder | $12 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |