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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 | $47,721 | $127,387-62.5% | $115,038-58.5% | $125,389-61.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.07% | 31.28%-37.4pp | 26.14%-32.2pp | 282.24%-288.3pp |
| Employer contribution / active EE | $7,106 | $5,166+37.5% | $4,608+54.2% | $4,866+46.0% |
| Participant deferral / active EE | $1,146 | $6,423-82.2% | $6,026-81.0% | $5,352-78.6% |
| Admin fee / account holder | $43 | $9,516-99.5% | $8,175-99.5% | $9,541-99.5% |