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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 | $50,003 | $102,696-51.3% | $86,235-42.0% | $139,487-64.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.24% | 1925.91%-1921.7pp | 1170.03%-1165.8pp | 373.84%-369.6pp |
| Employer contribution / active EE | $1,327 | $3,034-56.3% | $2,381-44.3% | $4,755-72.1% |
| Participant deferral / active EE | $487 | $4,679-89.6% | $3,987-87.8% | $6,713-92.7% |
| Admin fee / account holder | $219 | $8,667-97.5% | $6,856-96.8% | $11,407-98.1% |