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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 | $185,312-79.7% | $161,489-76.7% | $154,746-75.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 5.74% | 103.84%-98.1pp | 89.72%-84.0pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,257 | $4,769-73.6% | $4,268-70.5% | $4,379-71.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |