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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 | $28,576 | $110,240-74.1% | $96,544-70.4% | $139,487-79.5% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 6.05% | 26.41%-20.4pp | 25.88%-19.8pp | 373.84%-367.8pp |
| Employer contribution / active EE | $6,810 | $3,622+88.0% | $2,966+129.6% | $4,755+43.2% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $291 | $11,602-97.5% | $8,254-96.5% | $11,407-97.5% |