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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 | $67,735 | $183,988-63.2% | $162,177-58.2% | $152,897-55.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.30% | 150.79%-148.5pp | 115.60%-113.3pp | 345.43%-343.1pp |
| Employer contribution / active EE | $1,570 | $6,370-75.4% | $5,613-72.0% | $4,764-67.0% |
| Participant deferral / active EE | $1,571 | $8,032-80.4% | $7,297-78.5% | $5,851-73.2% |
| Admin fee / account holder | $55 | $13,123-99.6% | $10,843-99.5% | $11,599-99.5% |