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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 | $22,452 | $165,399-86.4% | $149,745-85.0% | $158,982-85.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 3.78% | 348.34%-344.6pp | 276.72%-272.9pp | 302.99%-299.2pp |
| Employer contribution / active EE | $1,391 | $5,105-72.8% | $4,646-70.1% | $4,763-70.8% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $154 | $10,811-98.6% | $9,312-98.3% | $11,252-98.6% |