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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 | $14,466 | $103,038-86.0% | $90,324-84.0% | $152,909-90.5% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.5%-3.9pp |
| Annual return | 6.02% | 95.25%-89.2pp | 78.15%-72.1pp | 345.46%-339.4pp |
| Employer contribution / active EE | $342 | $3,141-89.1% | $2,856-88.0% | $4,764-92.8% |
| Participant deferral / active EE | $684 | $4,282-84.0% | $3,885-82.4% | $5,851-88.3% |
| Admin fee / account holder | $225 | $6,177-96.4% | $5,356-95.8% | $11,601-98.1% |