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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 | $40,453 | $100,911-59.9% | $90,440-55.3% | $158,966-74.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 1.27% | 1726.62%-1725.3pp | 1294.38%-1293.1pp | 302.95%-301.7pp |
| Employer contribution / active EE | $1,071 | $3,690-71.0% | $3,263-67.2% | $4,762-77.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $164 | $6,507-97.5% | $5,615-97.1% | $11,250-98.5% |