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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 | $30,182 | $65,712-54.1% | $57,196-47.2% | $273,972-89.0% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 0.15% | 22.01%-21.9pp | 14.59%-14.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $10,080 | $3,280+207.3% | $2,683+275.7% | $4,869+107.0% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |