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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 | $90,614-85.1% | $76,089-82.2% | $145,877-90.7% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 3.60% | 623.80%-620.2pp | 360.94%-357.3pp | 551.28%-547.7pp |
| Employer contribution / active EE | $3,594 | $3,324+8.1% | $2,690+33.6% | $4,663-22.9% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $55 | $8,376-99.3% | $6,418-99.1% | $13,402-99.6% |