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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 | $223,823-43.7% | $211,142-40.3% | $154,746-18.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 3.72% | 50.39%-46.7pp | 46.84%-43.1pp | 172.34%-168.6pp |
| Employer contribution / active EE | $4,700 | $6,787-30.8% | $6,442-27.1% | $4,379+7.3% |
| Participant deferral / active EE | $1,306 | $9,750-86.6% | $9,284-85.9% | $6,730-80.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |