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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 | $31,624 | $185,312-82.9% | $161,489-80.4% | $154,746-79.6% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 3.91% | 103.84%-99.9pp | 89.72%-85.8pp | 172.34%-168.4pp |
| Employer contribution / active EE | $3,120 | $4,769-34.6% | $4,268-26.9% | $4,379-28.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |