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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 | $82,540 | $112,131-26.4% | $95,964-14.0% | $158,982-48.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 3.08% | 171.19%-168.1pp | 91.64%-88.6pp | 302.99%-299.9pp |
| Employer contribution / active EE | $2,033 | $3,199-36.5% | $2,541-20.0% | $4,763-57.3% |
| Participant deferral / active EE | $1,056 | $4,784-77.9% | $4,167-74.6% | $5,983-82.3% |
| Admin fee / account holder | $160 | $10,136-98.4% | $6,797-97.6% | $11,252-98.6% |