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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 | $68,811 | $165,399-58.4% | $149,745-54.0% | $158,982-56.7% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 7.52% | 348.34%-340.8pp | 276.72%-269.2pp | 302.99%-295.5pp |
| Employer contribution / active EE | $3,629 | $5,105-28.9% | $4,646-21.9% | $4,763-23.8% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $193 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |