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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 | $101,976 | $160,040-36.3% | $147,096-30.7% | $145,877-30.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.35% | 98.49%-89.1pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,908 | $5,289-45.0% | $4,936-41.1% | $4,663-37.6% |
| Participant deferral / active EE | $1,866 | $8,429-77.9% | $8,071-76.9% | $6,691-72.1% |
| Admin fee / account holder | $255 | $15,050-98.3% | $13,005-98.0% | $13,402-98.1% |