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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 | $124,980-74.2% | $108,359-70.2% | $154,746-79.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 4.28% | 45.00%-40.7pp | 36.89%-32.6pp | 172.34%-168.1pp |
| Employer contribution / active EE | $5,250 | $2,851+84.2% | $2,399+118.8% | $4,379+19.9% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |