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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 | $68,088 | $99,079-31.3% | $78,002-12.7% | $273,972-75.1% |
| Participation rate | 78.6% | 78.6%0pp | 75.5%+3.0pp | 83.0%-4.4pp |
| Annual return | 1.15% | 217.93%-216.8pp | 425.99%-424.8pp | 41.46%-40.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $495 | $4,306-88.5% | $3,497-85.9% | $5,287-90.6% |
| Admin fee / account holder | $197 | $8,954-97.8% | $5,481-96.4% | $10,133-98.1% |