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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 | $214,875 | $107,941+99.1% | $91,994+133.6% | $152,909+40.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 10.34% | 89.28%-78.9pp | 69.04%-58.7pp | 345.46%-335.1pp |
| Employer contribution / active EE | $2,882 | $4,212-31.6% | $3,453-16.5% | $4,764-39.5% |
| Participant deferral / active EE | $800 | $6,366-87.4% | $5,924-86.5% | $5,851-86.3% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |