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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 | $60,189 | $172,111-65.0% | $150,298-60.0% | $137,256-56.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 3.01% | 69.37%-66.4pp | 62.79%-59.8pp | 220.34%-217.3pp |
| Employer contribution / active EE | $3,173 | $4,636-31.6% | $4,154-23.6% | $4,156-23.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |