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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 | $161,834 | $69,118+134.1% | $53,647+201.7% | $138,895+16.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 1.94% | 248.26%-246.3pp | 358.33%-356.4pp | 145.39%-143.5pp |
| Employer contribution / active EE | $91 | $1,189-92.3% | $962-90.5% | $4,194-97.8% |
| Participant deferral / active EE | $228 | $2,274-90.0% | $1,813-87.5% | $6,396-96.4% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |