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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 | $20,672 | $73,978-72.1% | $96,515-78.6% | $75,173-72.5% |
| Participation rate | 85.1% | 66.4%+18.6pp | 74.3%+10.7pp | 67.2%+17.9pp |
| Annual return | 10.74% | 26.72%-16.0pp | 35.73%-25.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $271 | $3,660-92.6% | $4,880-94.4% | $4,126-93.4% |
| Admin fee / account holder | $243 | $5,219-95.3% | $6,735-96.4% | $5,651-95.7% |