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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 | $56,292 | $165,399-66.0% | $149,745-62.4% | $158,982-64.6% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 1.41% | 348.34%-346.9pp | 276.72%-275.3pp | 302.99%-301.6pp |
| Employer contribution / active EE | $1,371 | $5,105-73.1% | $4,646-70.5% | $4,763-71.2% |
| Participant deferral / active EE | $1,794 | $7,183-75.0% | $6,843-73.8% | $5,983-70.0% |
| Admin fee / account holder | $138 | $10,811-98.7% | $9,312-98.5% | $11,252-98.8% |