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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 | $23,792 | $114,119-79.2% | $107,187-77.8% | $138,895-82.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 7.57% | 273.21%-265.6pp | 204.55%-197.0pp | 145.39%-137.8pp |
| Employer contribution / active EE | $2,418 | $4,059-40.4% | $3,782-36.1% | $4,194-42.4% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |