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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 | $53,207 | $103,392-48.5% | $87,104-38.9% | $152,897-65.2% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 4.60% | 28.10%-23.5pp | 28.19%-23.6pp | 345.43%-340.8pp |
| Employer contribution / active EE | $7,545 | $3,221+134.3% | $2,521+199.3% | $4,764+58.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |