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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 | $100,613 | $69,977+43.8% | $108,582-7.3% | $62,881+60.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 3.92% | 10.73%-6.8pp | -51.70%+55.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $4,314 | $2,135+102.1% | $3,758+14.8% | $2,281+89.1% |
| Participant deferral / active EE | $509 | $3,165-83.9% | $4,311-88.2% | $3,203-84.1% |
| Admin fee / account holder | $13 | $5,076-99.8% | $7,645-99.8% | $4,296-99.7% |