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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 | $42,179 | $202,463-79.2% | $169,397-75.1% | $139,487-69.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -0.16% | 532.64%-532.8pp | 406.23%-406.4pp | 373.84%-374.0pp |
| Employer contribution / active EE | $733 | $4,694-84.4% | $4,013-81.7% | $4,755-84.6% |
| Participant deferral / active EE | $733 | $6,941-89.4% | $6,223-88.2% | $6,713-89.1% |
| Admin fee / account holder | $70 | $10,726-99.3% | $9,017-99.2% | $11,407-99.4% |