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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 | $203,809 | $149,778+36.1% | $118,946+71.3% | $158,950+28.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 5.00% | 19.95%-14.9pp | 35.89%-30.9pp | 302.91%-297.9pp |
| Employer contribution / active EE | $7,751 | $4,117+88.3% | $3,263+137.5% | $4,762+62.8% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16 | $8,604-99.8% | $6,581-99.8% | $11,248-99.9% |