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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 | $90,538-82.9% | $88,457-82.4% | $154,746-90.0% |
| Participation rate | 80.0% | 80.9%-0.9pp | 78.6%+1.4pp | 80.7%-0.7pp |
| Annual return | 12.27% | 37.97%-25.7pp | 32.69%-20.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,171 | $4,914-76.2% | $4,681-75.0% | $4,379-73.3% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $5,667-100.0% | $6,730-100.0% |
| Admin fee / account holder | $187 | $10,337-98.2% | $9,606-98.0% | $14,365-98.7% |