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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 | $126,076 | $209,336-39.8% | $197,124-36.0% | $137,256-8.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.72% | 48.09%-44.4pp | 44.34%-40.6pp | 220.34%-216.6pp |
| Employer contribution / active EE | $4,700 | $6,591-28.7% | $6,227-24.5% | $4,156+13.1% |
| Participant deferral / active EE | $1,306 | $9,614-86.4% | $9,135-85.7% | $6,407-79.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |