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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 | $28,078 | $110,212-74.5% | $96,534-70.9% | $139,466-79.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 1.18% | 26.42%-25.2pp | 25.88%-24.7pp | 373.66%-372.5pp |
| Employer contribution / active EE | $4,268 | $3,620+17.9% | $2,965+43.9% | $4,754-10.2% |
| Participant deferral / active EE | $416 | $5,547-92.5% | $4,851-91.4% | $6,712-93.8% |
| Admin fee / account holder | $198 | $11,599-98.3% | $8,253-97.6% | $11,409-98.3% |