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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 | $9,746 | $88,815-89.0% | $81,882-88.1% | $145,897-93.3% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 5.56% | 1033.75%-1028.2pp | 779.47%-773.9pp | 552.29%-546.7pp |
| Employer contribution / active EE | $349 | $3,086-88.7% | $2,916-88.0% | $4,663-92.5% |
| Participant deferral / active EE | $633 | $4,647-86.4% | $4,323-85.4% | $6,689-90.5% |
| Admin fee / account holder | $293 | $8,434-96.5% | $7,360-96.0% | $13,390-97.8% |