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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 | $16,794 | $115,810-85.5% | $101,271-83.4% | $158,966-89.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 5.50% | 56.15%-50.7pp | 46.48%-41.0pp | 302.95%-297.5pp |
| Employer contribution / active EE | $14,119 | $4,175+238.1% | $3,660+285.7% | $4,762+196.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $71 | $7,248-99.0% | $5,948-98.8% | $11,250-99.4% |