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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 | $43,243 | $154,209-72.0% | $130,062-66.8% | $139,487-69.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 7.59% | 32.52%-24.9pp | -137.37%+145.0pp | 373.84%-366.3pp |
| Employer contribution / active EE | $1,875 | $5,292-64.6% | $4,322-56.6% | $4,755-60.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |