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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 | $73,071 | $96,491-24.3% | $75,888-3.7% | $152,870-52.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 5.19% | 33.98%-28.8pp | 30.76%-25.6pp | 345.34%-340.2pp |
| Employer contribution / active EE | $3,490 | $3,310+5.4% | $2,501+39.6% | $4,763-26.7% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2 | $8,079-100.0% | $5,419-100.0% | $11,597-100.0% |