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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 | $33,451 | $157,304-78.7% | $141,197-76.3% | $152,909-78.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.30% | 64.34%-59.0pp | 71.41%-66.1pp | 345.46%-340.2pp |
| Employer contribution / active EE | $9,063 | $5,263+72.2% | $4,736+91.4% | $4,764+90.2% |
| Participant deferral / active EE | $2,315 | $7,111-67.4% | $6,710-65.5% | $5,851-60.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |