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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 | $12,707 | $172,111-92.6% | $150,298-91.5% | $137,256-90.7% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 2.39% | 69.37%-67.0pp | 62.79%-60.4pp | 220.34%-218.0pp |
| Employer contribution / active EE | $4,557 | $4,636-1.7% | $4,154+9.7% | $4,156+9.6% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |