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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 | $60,601 | $58,828+3.0% | $78,002-22.3% | $62,881-3.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 0.16% | 17.16%-17.0pp | 425.99%-425.8pp | 20.14%-20.0pp |
| Employer contribution / active EE | $491 | $1,672-70.6% | $2,470-80.1% | $2,281-78.5% |
| Participant deferral / active EE | $721 | $2,686-73.2% | $3,497-79.4% | $3,203-77.5% |
| Admin fee / account holder | $86 | $4,393-98.1% | $5,481-98.4% | $4,296-98.0% |