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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 | $27,459 | $228,395-88.0% | $185,861-85.2% | $158,982-82.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.43% | 40.82%-37.4pp | 35.96%-32.5pp | 302.99%-299.6pp |
| Employer contribution / active EE | $1,054 | $4,968-78.8% | $4,088-74.2% | $4,763-77.9% |
| Participant deferral / active EE | $727 | $6,417-88.7% | $5,634-87.1% | $5,983-87.9% |
| Admin fee / account holder | $36 | $11,869-99.7% | $9,503-99.6% | $11,252-99.7% |