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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 | $42,506 | $100,060-57.5% | $149,721-71.6% | $70,126-39.4% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 1.32% | 27.46%-26.1pp | 1501.67%-1500.4pp | 73.15%-71.8pp |
| Employer contribution / active EE | $1,169 | $3,661-68.1% | $5,444-78.5% | $2,343-50.1% |
| Participant deferral / active EE | $794 | $4,982-84.1% | $6,568-87.9% | $3,332-76.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |