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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 | $31,151 | $111,814-72.1% | $103,374-69.9% | $145,959-78.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 1.67% | 24.77%-23.1pp | 24.89%-23.2pp | 561.95%-560.3pp |
| Employer contribution / active EE | $10,556 | $4,214+150.5% | $3,869+172.8% | $4,661+126.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |