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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 | $1,852 | $67,823-97.3% | $52,425-96.5% | $137,256-98.7% |
| Participation rate | 94.7% | 63.9%+30.8pp | 55.6%+39.1pp | 80.0%+14.8pp |
| Annual return | 1.99% | 219.11%-217.1pp | 302.12%-300.1pp | 220.34%-218.3pp |
| Employer contribution / active EE | $32 | $1,163-97.2% | $914-96.5% | $4,156-99.2% |
| Participant deferral / active EE | $65 | $2,288-97.1% | $1,790-96.4% | $6,407-99.0% |
| Admin fee / account holder | $272 | $2,844-90.4% | $2,495-89.1% | $12,270-97.8% |