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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 | $19,432 | $175,259-88.9% | $149,723-87.0% | $139,487-86.1% |
| Participation rate | 85.0% | 83.4%+1.6pp | 78.8%+6.2pp | 80.3%+4.7pp |
| Annual return | 4.91% | 166.82%-161.9pp | 134.50%-129.6pp | 373.84%-368.9pp |
| Employer contribution / active EE | $2,379 | $5,478-56.6% | $4,821-50.7% | $4,755-50.0% |
| Participant deferral / active EE | $1,150 | $6,522-82.4% | $5,682-79.8% | $6,713-82.9% |
| Admin fee / account holder | $248 | $16,158-98.5% | $13,215-98.1% | $11,407-97.8% |