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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 | $84,899 | $135,956-37.6% | $123,894-31.5% | $273,972-69.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.32% | 56.63%-56.3pp | 47.52%-47.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,152 | $5,170-77.7% | $4,617-75.0% | $4,869-76.3% |
| Participant deferral / active EE | $1,694 | $6,343-73.3% | $5,984-71.7% | $5,287-68.0% |
| Admin fee / account holder | -$105 | $9,817-101.1% | $8,357-101.3% | $10,133-101.0% |