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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 | $51,287 | $178,174-71.2% | $156,181-67.2% | $137,256-62.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 1.64% | 84.19%-82.5pp | 64.87%-63.2pp | 220.34%-218.7pp |
| Employer contribution / active EE | $1,866 | $4,972-62.5% | $4,294-56.5% | $4,156-55.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |