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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 | $20,185 | $110,410-81.7% | $102,437-80.3% | $145,897-86.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 8.09% | 24.85%-16.8pp | 24.95%-16.9pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,863 | $4,217-32.1% | $3,871-26.0% | $4,663-38.6% |
| Participant deferral / active EE | $449 | $5,622-92.0% | $5,060-91.1% | $6,689-93.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |