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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 | $21,406 | $183,592-88.3% | $155,574-86.2% | $145,877-85.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 7.22% | 61.37%-54.1pp | 64.87%-57.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,885 | $5,317-64.5% | $4,676-59.7% | $4,663-59.6% |
| Participant deferral / active EE | $268 | $6,466-95.9% | $5,629-95.2% | $6,691-96.0% |
| Admin fee / account holder | $224 | $19,316-98.8% | $15,914-98.6% | $13,402-98.3% |