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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 | $6,819 | $88,710-92.3% | $81,783-91.7% | $145,959-95.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 4.33% | 1027.26%-1022.9pp | 775.05%-770.7pp | 561.95%-557.6pp |
| Employer contribution / active EE | $1,483 | $3,083-51.9% | $2,913-49.1% | $4,661-68.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |