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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 | $109,688 | $104,251+5.2% | $91,004+20.5% | $147,586-25.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 3.59% | 27.06%-23.5pp | 4.60%-1.0pp | 578.59%-575.0pp |
| Employer contribution / active EE | $688 | $3,116-77.9% | $2,456-72.0% | $4,876-85.9% |
| Participant deferral / active EE | $751 | $4,195-82.1% | $3,548-78.8% | $5,439-86.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |