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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 | $34,153 | $104,709-67.4% | $85,705-60.1% | $167,553-79.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 6.37% | 21.45%-15.1pp | 21.49%-15.1pp | 478.89%-472.5pp |
| Employer contribution / active EE | $8,000 | $3,338+139.7% | $2,619+205.5% | $4,840+65.3% |
| Participant deferral / active EE | $458 | $4,827-90.5% | $3,924-88.3% | $6,343-92.8% |
| Admin fee / account holder | $41 | $10,036-99.6% | $6,877-99.4% | $12,316-99.7% |