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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 | $39,329 | $171,867-77.1% | $149,718-73.7% | $147,585-73.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 0.57% | 2113.36%-2112.8pp | 1501.70%-1501.1pp | 578.57%-578.0pp |
| Employer contribution / active EE | $1,706 | $6,275-72.8% | $5,444-68.7% | $4,876-65.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |