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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 | $33,370 | $183,516-81.8% | $155,534-78.5% | $145,884-77.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 2.62% | 61.43%-58.8pp | 64.92%-62.3pp | 551.85%-549.2pp |
| Employer contribution / active EE | $4,135 | $5,315-22.2% | $4,675-11.5% | $4,662-11.3% |
| Participant deferral / active EE | $917 | $6,467-85.8% | $5,630-83.7% | $6,690-86.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |