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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 | $8,042 | $61,125-86.8% | $94,057-91.5% | $87,485-90.8% |
| Participation rate | 73.9% | 64.1%+9.8pp | 73.3%+0.6pp | 68.9%+5.0pp |
| Annual return | 8.18% | 35.20%-27.0pp | 480.62%-472.4pp | 26.06%-17.9pp |
| Employer contribution / active EE | $994 | $2,136-53.5% | $2,933-66.1% | $2,596-61.7% |
| Participant deferral / active EE | $417 | $3,260-87.2% | $4,709-91.1% | $4,274-90.2% |
| Admin fee / account holder | $177 | $5,629-96.9% | $7,244-97.6% | $7,775-97.7% |