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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 | $67,169 | $99,345-32.4% | $84,753-20.7% | $273,972-75.5% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -3.22% | 22.93%-26.2pp | 22.78%-26.0pp | 41.46%-44.7pp |
| Employer contribution / active EE | $6,096 | $4,214+44.7% | $3,574+70.5% | $4,869+25.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |