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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 | $44,514 | $112,935-60.6% | $90,970-51.1% | $158,966-72.0% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 0.36% | 215.79%-215.4pp | 134.58%-134.2pp | 302.95%-302.6pp |
| Employer contribution / active EE | $521 | $2,895-82.0% | $2,122-75.5% | $4,762-89.1% |
| Participant deferral / active EE | $683 | $4,129-83.5% | $3,373-79.8% | $5,983-88.6% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |