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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 | $15,542 | $88,710-82.5% | $81,783-81.0% | $145,959-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.83% | 1027.26%-1024.4pp | 775.05%-772.2pp | 561.95%-559.1pp |
| Employer contribution / active EE | $8,504 | $3,083+175.8% | $2,913+192.0% | $4,661+82.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21 | $8,407-99.8% | $7,380-99.7% | $13,398-99.8% |