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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 | $29,943 | $157,304-81.0% | $141,197-78.8% | $152,909-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.04% | 64.34%-62.3pp | 71.41%-69.4pp | 345.46%-343.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $313 | $7,111-95.6% | $6,710-95.3% | $5,851-94.7% |
| Admin fee / account holder | $60 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |