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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 | $38,387 | $107,353-64.2% | $92,903-58.7% | $152,885-74.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.03% | 145.62%-141.6pp | 109.43%-105.4pp | 345.39%-341.4pp |
| Employer contribution / active EE | $1,038 | $4,222-75.4% | $3,653-71.6% | $4,763-78.2% |
| Participant deferral / active EE | $1,038 | $4,848-78.6% | $4,238-75.5% | $5,851-82.3% |
| Admin fee / account holder | $263 | $7,081-96.3% | $5,795-95.5% | $11,598-97.7% |