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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 | $40,171 | $202,345-80.1% | $172,755-76.7% | $152,885-73.7% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 3.36% | 1029.77%-1026.4pp | 802.94%-799.6pp | 345.39%-342.0pp |
| Employer contribution / active EE | $1,526 | $5,858-74.0% | $5,144-70.3% | $4,763-68.0% |
| Participant deferral / active EE | $1,238 | $5,948-79.2% | $5,198-76.2% | $5,851-78.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |