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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 | $57,108 | $95,404-40.1% | $113,397-49.6% | $82,637-30.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 10.44% | 19.08%-8.6pp | 23.20%-12.8pp | 53.51%-43.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $296 | $4,220-93.0% | $5,076-94.2% | $4,126-92.8% |
| Admin fee / account holder | $0 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |