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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 | $183,516-88.3% | $155,534-86.2% | $145,884-85.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 7.22% | 61.43%-54.2pp | 64.92%-57.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,885 | $5,315-64.5% | $4,675-59.7% | $4,662-59.6% |
| Participant deferral / active EE | $268 | $6,467-95.9% | $5,630-95.2% | $6,690-96.0% |
| Admin fee / account holder | $224 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |