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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 | $20,312 | $162,136-87.5% | $152,301-86.7% | $154,746-86.9% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 3.73% | 91.02%-87.3pp | 80.50%-76.8pp | 172.34%-168.6pp |
| Employer contribution / active EE | $2,025 | $4,890-58.6% | $4,624-56.2% | $4,379-53.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |