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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 | $35,987 | $111,814-67.8% | $103,374-65.2% | $145,959-75.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.16% | 24.77%-20.6pp | 24.89%-20.7pp | 561.95%-557.8pp |
| Employer contribution / active EE | $5,891 | $4,214+39.8% | $3,869+52.3% | $4,661+26.4% |
| Participant deferral / active EE | $1,277 | $5,618-77.3% | $5,058-74.8% | $6,689-80.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |