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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 | $32,442 | $202,342-84.0% | $172,752-81.2% | $152,897-78.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.24% | 1029.83%-1028.6pp | 802.97%-801.7pp | 345.43%-344.2pp |
| Employer contribution / active EE | $4,185 | $5,858-28.6% | $5,144-18.7% | $4,764-12.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $185 | $17,111-98.9% | $13,955-98.7% | $11,599-98.4% |