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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 | $47,202 | $157,296-70.0% | $141,191-66.6% | $152,897-69.1% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 6.18% | 64.34%-58.2pp | 71.41%-65.2pp | 345.43%-339.2pp |
| Employer contribution / active EE | $3,021 | $5,262-42.6% | $4,736-36.2% | $4,764-36.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $234 | $12,125-98.1% | $10,264-97.7% | $11,599-98.0% |