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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 | $77,479 | $126,661-38.8% | $113,397-31.7% | $138,895-44.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.00% | 25.05%-17.1pp | 23.20%-15.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $2,407 | $3,456-30.4% | $2,977-19.2% | $4,194-42.6% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |