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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 | $9,059 | $110,278-91.8% | $95,740-90.5% | $139,466-93.5% |
| Participation rate | 70.0% | 75.7%-5.7pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 8.35% | 27.19%-18.8pp | 28.41%-20.1pp | 373.66%-365.3pp |
| Employer contribution / active EE | $3,933 | $3,260+20.6% | $2,836+38.7% | $4,754-17.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |