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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 | $39,471 | $104,251-62.1% | $91,004-56.6% | $147,586-73.3% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 2.23% | 27.06%-24.8pp | 4.60%-2.4pp | 578.59%-576.4pp |
| Employer contribution / active EE | $687 | $3,116-77.9% | $2,456-72.0% | $4,876-85.9% |
| Participant deferral / active EE | $787 | $4,195-81.2% | $3,548-77.8% | $5,439-85.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |