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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 | $59,943 | $159,934-62.5% | $147,005-59.2% | $145,959-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.82% | 98.24%-96.4pp | 418.76%-416.9pp | 561.95%-560.1pp |
| Employer contribution / active EE | $2,344 | $5,287-55.7% | $4,934-52.5% | $4,661-49.7% |
| Participant deferral / active EE | $2,344 | $8,427-72.2% | $8,070-71.0% | $6,689-65.0% |
| Admin fee / account holder | $180 | $15,053-98.8% | $13,006-98.6% | $13,398-98.7% |