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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 | $32,253 | $112,729-71.4% | $98,716-67.3% | $137,256-76.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 4.28% | 38.48%-34.2pp | 31.81%-27.5pp | 220.34%-216.1pp |
| Employer contribution / active EE | $5,250 | $2,725+92.6% | $2,279+130.4% | $4,156+26.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |