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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 | $19,630 | $90,504-78.3% | $78,690-75.1% | $273,965-92.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.70% | 75.61%-76.3pp | 62.18%-62.9pp | 41.45%-42.2pp |
| Employer contribution / active EE | $3,869 | $3,176+21.8% | $2,851+35.7% | $4,869-20.5% |
| Participant deferral / active EE | $135 | $3,901-96.5% | $3,517-96.1% | $5,287-97.4% |
| Admin fee / account holder | $201 | $5,263-96.2% | $4,511-95.5% | $10,132-98.0% |