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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 | $213,785-76.0% | $185,441-72.3% | $155,188-67.0% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 1.64% | 19.97%-18.3pp | 20.16%-18.5pp | 148.84%-147.2pp |
| Employer contribution / active EE | $1,866 | $5,393-65.4% | $4,672-60.1% | $4,248-56.1% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |