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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 | $24,199 | $88,702-72.7% | $81,780-70.4% | $145,978-83.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.26% | 1029.12%-1019.9pp | 776.27%-767.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $3,046 | $3,084-1.2% | $2,914+4.5% | $4,662-34.7% |
| Participant deferral / active EE | $542 | $4,645-88.3% | $4,321-87.5% | $6,690-91.9% |
| Admin fee / account holder | $179 | $8,414-97.9% | $7,384-97.6% | $13,400-98.7% |