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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 | $75,186 | $110,303-31.8% | $95,759-21.5% | $139,487-46.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.46% | 27.19%-23.7pp | 28.42%-25.0pp | 373.84%-370.4pp |
| Employer contribution / active EE | $3,617 | $3,261+10.9% | $2,836+27.5% | $4,755-23.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $95 | $6,615-98.6% | $5,678-98.3% | $11,407-99.2% |