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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 | $13,513 | $90,397-85.1% | $76,002-82.2% | $145,959-90.7% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 3.60% | 621.97%-618.4pp | 360.07%-356.5pp | 561.95%-558.4pp |
| Employer contribution / active EE | $3,594 | $3,317+8.3% | $2,688+33.7% | $4,661-22.9% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $55 | $8,369-99.3% | $6,414-99.1% | $13,398-99.6% |