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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 | $69,106 | $173,526-60.2% | $136,072-49.2% | $145,884-52.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 2.31% | 1167.12%-1164.8pp | 580.46%-578.2pp | 551.85%-549.5pp |
| Employer contribution / active EE | $1,386 | $5,285-73.8% | $4,216-67.1% | $4,662-70.3% |
| Participant deferral / active EE | $1,732 | $8,711-80.1% | $7,028-75.4% | $6,690-74.1% |
| Admin fee / account holder | $71 | $9,665-99.3% | $6,718-98.9% | $13,392-99.5% |