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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 | $17,734 | $124,330-85.7% | $109,173-83.8% | $167,536-89.4% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 0.31% | 26.04%-25.7pp | 25.75%-25.4pp | 478.82%-478.5pp |
| Employer contribution / active EE | $3,571 | $4,209-15.2% | $3,723-4.1% | $4,839-26.2% |
| Participant deferral / active EE | $396 | $5,256-92.5% | $4,654-91.5% | $6,342-93.7% |
| Admin fee / account holder | $16 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |