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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 | $117,846-20.1% | $102,434-8.1% | $145,884-35.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 3.73% | 31.90%-28.2pp | 29.46%-25.7pp | 551.85%-548.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $603 | $5,733-89.5% | $5,055-88.1% | $6,690-91.0% |
| Admin fee / account holder | $21 | $13,356-99.8% | $9,462-99.8% | $13,392-99.8% |