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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 | $70,099 | $90,486-22.5% | $78,676-10.9% | $273,972-74.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.59% | 75.62%-79.2pp | 62.19%-65.8pp | 41.46%-45.0pp |
| Employer contribution / active EE | $4,458 | $3,175+40.4% | $2,850+56.4% | $4,869-8.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $157 | $5,263-97.0% | $4,510-96.5% | $10,133-98.5% |