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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 | $73,611 | $102,638-28.3% | $81,982-10.2% | $158,982-53.7% |
| Participation rate | 95.2% | 75.5%+19.7pp | 69.3%+26.0pp | 82.0%+13.3pp |
| Annual return | 5.71% | 61.05%-55.3pp | 41.31%-35.6pp | 302.99%-297.3pp |
| Employer contribution / active EE | $3,088 | $3,241-4.7% | $2,498+23.6% | $4,763-35.2% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $54 | $8,237-99.3% | $5,665-99.0% | $11,252-99.5% |