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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 | $87,596 | $86,298+1.5% | $111,308-21.3% | $85,847+2.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 6.14% | 19.99%-13.8pp | 54.67%-48.5pp | 318.61%-312.5pp |
| Employer contribution / active EE | $6,728 | $2,044+229.2% | $2,732+146.3% | $2,565+162.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $228 | $8,189-97.2% | $7,965-97.1% | $6,261-96.4% |