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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 | $58,894 | $140,592-58.1% | $123,105-52.2% | $125,389-53.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -5.58% | 16.80%-22.4pp | 13.22%-18.8pp | 282.24%-287.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $875 | $6,980-87.5% | $6,229-86.0% | $5,352-83.6% |
| Admin fee / account holder | $108 | $11,198-99.0% | $9,014-98.8% | $9,541-98.9% |