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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 | $27,639 | $149,040-81.5% | $120,225-77.0% | $137,256-79.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 5.19% | 605.68%-600.5pp | 439.23%-434.0pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,067 | $4,350-75.5% | $3,475-69.3% | $4,156-74.3% |
| Participant deferral / active EE | $21 | $4,655-99.6% | $3,999-99.5% | $6,407-99.7% |
| Admin fee / account holder | $206 | $6,348-96.8% | $5,696-96.4% | $12,270-98.3% |