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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 | $15,527 | $70,532-78.0% | $68,948-77.5% | $137,256-88.7% |
| Participation rate | 80.0% | 81.0%-1.0pp | 79.2%+0.8pp | 80.0%0pp |
| Annual return | 12.27% | 32.56%-20.3pp | 28.39%-16.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,171 | $4,355-73.1% | $4,165-71.9% | $4,156-71.8% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $187 | $7,916-97.6% | $7,539-97.5% | $12,270-98.5% |