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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 | $11,814 | $88,710-86.7% | $81,783-85.6% | $145,959-91.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.13% | 1027.26%-1024.1pp | 775.05%-771.9pp | 561.95%-558.8pp |
| Employer contribution / active EE | $15,180 | $3,083+392.3% | $2,913+421.2% | $4,661+225.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $190 | $8,407-97.7% | $7,380-97.4% | $13,398-98.6% |