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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 | $94,138 | $117,895-20.2% | $102,460-8.1% | $145,897-35.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 3.73% | 31.92%-28.2pp | 29.47%-25.7pp | 552.29%-548.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $603 | $5,736-89.5% | $5,056-88.1% | $6,689-91.0% |
| Admin fee / account holder | $21 | $13,353-99.8% | $9,460-99.8% | $13,390-99.8% |