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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 | $48,010 | $166,242-71.1% | $165,071-70.9% | $145,884-67.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 5.17% | 100.44%-95.3pp | 70.17%-65.0pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,900 | $5,283-64.0% | $4,347-56.3% | $4,662-59.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |