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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 | $124,980-82.0% | $108,359-79.2% | $154,746-85.4% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 4.12% | 45.00%-40.9pp | 36.89%-32.8pp | 172.34%-168.2pp |
| Employer contribution / active EE | $1,602 | $2,851-43.8% | $2,399-33.3% | $4,379-63.4% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $164 | $11,502-98.6% | $9,741-98.3% | $14,365-98.9% |