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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 | $42,262 | $183,978-77.0% | $162,171-73.9% | $152,885-72.4% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.5%+9.2pp |
| Annual return | 3.70% | 150.78%-147.1pp | 115.60%-111.9pp | 345.39%-341.7pp |
| Employer contribution / active EE | $1,599 | $6,370-74.9% | $5,613-71.5% | $4,763-66.4% |
| Participant deferral / active EE | $1,628 | $8,033-79.7% | $7,297-77.7% | $5,851-72.2% |
| Admin fee / account holder | $123 | $13,122-99.1% | $10,843-98.9% | $11,598-98.9% |