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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 | $26,953 | $172,111-84.3% | $150,298-82.1% | $137,256-80.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.74% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,025 | $6,166-83.4% | $5,453-81.2% | $6,407-84.0% |
| Admin fee / account holder | $70 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |