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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 | $37,688 | $172,111-78.1% | $150,298-74.9% | $137,256-72.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 5.74% | 69.37%-63.6pp | 62.79%-57.0pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,257 | $4,636-72.9% | $4,154-69.7% | $4,156-69.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |