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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 | $31,697 | $127,386-75.1% | $115,037-72.4% | $125,393-74.7% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -3.54% | 31.28%-34.8pp | 26.14%-29.7pp | 282.23%-285.8pp |
| Employer contribution / active EE | $7,397 | $5,166+43.2% | $4,608+60.5% | $4,866+52.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |