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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 | $61,593 | $171,867-64.2% | $149,721-58.9% | $147,586-58.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.34% | 2113.36%-2111.0pp | 1501.67%-1499.3pp | 578.59%-576.2pp |
| Employer contribution / active EE | $1,533 | $6,275-75.6% | $5,444-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $1,544 | $7,270-78.8% | $6,568-76.5% | $5,439-71.6% |
| Admin fee / account holder | $149 | $13,799-98.9% | $11,282-98.7% | $10,886-98.6% |