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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 | $23,493 | $108,942-78.4% | $100,415-76.6% | $145,897-83.9% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.21% | 58.27%-49.1pp | 49.47%-40.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $881 | $4,422-80.1% | $3,943-77.7% | $4,663-81.1% |
| Participant deferral / active EE | $1,154 | $8,461-86.4% | $8,091-85.7% | $6,689-82.7% |
| Admin fee / account holder | $113 | $9,702-98.8% | $7,906-98.6% | $13,390-99.2% |