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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 | $27,808 | $232,540-88.0% | $185,117-85.0% | $147,586-81.2% |
| Participation rate | 70.0% | 82.4%-12.4pp | 77.3%-7.3pp | 82.8%-12.8pp |
| Annual return | 5.73% | 43.03%-37.3pp | 40.50%-34.8pp | 578.59%-572.9pp |
| Employer contribution / active EE | $2,203 | $5,195-57.6% | $4,182-47.3% | $4,876-54.8% |
| Participant deferral / active EE | $682 | $5,834-88.3% | $5,045-86.5% | $5,439-87.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |