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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 | $79,476 | $51,184+55.3% | $66,439+19.6% | $86,983-8.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 0.49% | 17.07%-16.6pp | 757.66%-757.2pp | 25.83%-25.3pp |
| Employer contribution / active EE | $769 | $2,023-62.0% | $2,637-70.8% | $2,584-70.3% |
| Participant deferral / active EE | $915 | $2,927-68.7% | $3,876-76.4% | $4,194-78.2% |
| Admin fee / account holder | $104 | $4,154-97.5% | $6,173-98.3% | $7,856-98.7% |