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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 | $71,255 | $159,934-55.4% | $147,005-51.5% | $145,959-51.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.33% | 98.24%-93.9pp | 418.76%-414.4pp | 561.95%-557.6pp |
| Employer contribution / active EE | $1,672 | $5,287-68.4% | $4,934-66.1% | $4,661-64.1% |
| Participant deferral / active EE | $693 | $8,427-91.8% | $8,070-91.4% | $6,689-89.6% |
| Admin fee / account holder | $210 | $15,053-98.6% | $13,006-98.4% | $13,398-98.4% |