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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 | $58,318 | $185,905-68.6% | $170,057-65.7% | $139,487-58.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.24% | 60.56%-60.3pp | 53.42%-53.2pp | 373.84%-373.6pp |
| Employer contribution / active EE | $3,327 | $7,597-56.2% | $6,790-51.0% | $4,755-30.0% |
| Participant deferral / active EE | $764 | $11,627-93.4% | $10,411-92.7% | $6,713-88.6% |
| Admin fee / account holder | $250 | $15,397-98.4% | $12,826-98.1% | $11,407-97.8% |