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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 | $159,523 | $91,179+75.0% | $178,499-10.6% | $79,852+99.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.89% | 24.19%-21.3pp | 151.10%-148.2pp | 31.72%-28.8pp |
| Employer contribution / active EE | $8,194 | $3,256+151.7% | $5,011+63.5% | $2,471+231.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |