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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 | $103,062 | $112,935-8.7% | $90,970+13.3% | $158,966-35.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.54% | 215.79%-212.2pp | 134.58%-131.0pp | 302.95%-299.4pp |
| Employer contribution / active EE | $3,693 | $2,895+27.6% | $2,122+74.0% | $4,762-22.5% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |