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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 | $38,796 | $172,111-77.5% | $150,298-74.2% | $137,256-71.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 3.33% | 69.37%-66.0pp | 62.79%-59.5pp | 220.34%-217.0pp |
| Employer contribution / active EE | $4,078 | $4,636-12.0% | $4,154-1.8% | $4,156-1.9% |
| Participant deferral / active EE | $1,100 | $6,166-82.2% | $5,453-79.8% | $6,407-82.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |