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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 | $42,925 | $69,248-38.0% | $64,101-33.0% | $139,466-69.2% |
| Participation rate | 78.6% | 75.6%+3.0pp | 72.3%+6.3pp | 80.3%-1.8pp |
| Annual return | 8.17% | 45.95%-37.8pp | 33.72%-25.6pp | 373.66%-365.5pp |
| Employer contribution / active EE | $7,190 | $3,185+125.8% | $2,749+161.6% | $4,754+51.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $155 | $4,247-96.3% | $3,070-94.9% | $11,409-98.6% |