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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 | $36,610 | $62,672-41.6% | $185,117-80.2% | $70,124-47.8% |
| Participation rate | 71.7% | 63.8%+7.9pp | 77.3%-5.6pp | 69.5%+2.2pp |
| Annual return | 9.08% | 40.79%-31.7pp | 40.50%-31.4pp | 73.14%-64.1pp |
| Employer contribution / active EE | $1,344 | $1,753-23.3% | $4,182-67.8% | $2,342-42.6% |
| Participant deferral / active EE | $551 | $3,272-83.2% | $5,045-89.1% | $3,332-83.5% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |