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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 | $199,109-74.2% | $173,730-70.5% | $154,746-66.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 1.64% | 20.02%-18.4pp | 19.96%-18.3pp | 172.34%-170.7pp |
| Employer contribution / active EE | $1,866 | $5,311-64.9% | $4,577-59.2% | $4,379-57.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |