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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 | $42,332 | $99,031-57.3% | $86,597-51.1% | $147,585-71.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 5.79% | 1312.56%-1306.8pp | 964.96%-959.2pp | 578.57%-572.8pp |
| Employer contribution / active EE | $2,382 | $3,132-24.0% | $2,840-16.1% | $4,876-51.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $218 | $5,711-96.2% | $4,906-95.6% | $10,885-98.0% |