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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 | $62,962 | $203,483-69.1% | $152,473-58.7% | $167,536-62.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 6.67% | 13.80%-7.1pp | 757.59%-750.9pp | 478.82%-472.1pp |
| Employer contribution / active EE | $1,221 | $5,219-76.6% | $4,326-71.8% | $4,839-74.8% |
| Participant deferral / active EE | $1,861 | $6,711-72.3% | $5,817-68.0% | $6,342-70.7% |
| Admin fee / account holder | $0 | $22,521-100.0% | $15,811-100.0% | $12,315-100.0% |