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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 | $162,529-83.0% | $130,788-78.9% | $154,746-82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 5.19% | 510.48%-505.3pp | 386.44%-381.2pp | 172.34%-167.1pp |
| Employer contribution / active EE | $1,067 | $4,447-76.0% | $3,558-70.0% | $4,379-75.6% |
| Participant deferral / active EE | $21 | $4,808-99.6% | $4,137-99.5% | $6,730-99.7% |
| Admin fee / account holder | $206 | $7,669-97.3% | $6,673-96.9% | $14,365-98.6% |