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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 | $22,529 | $123,155-81.7% | $108,753-79.3% | $155,188-85.5% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 4.12% | 44.73%-40.6pp | 37.47%-33.3pp | 148.84%-144.7pp |
| Employer contribution / active EE | $1,602 | $2,811-43.0% | $2,427-34.0% | $4,248-62.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $164 | $12,126-98.6% | $10,320-98.4% | $14,480-98.9% |