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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 | $154,348 | $103,387+49.3% | $87,102+77.2% | $152,885+1.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.98% | 28.10%-25.1pp | 28.19%-25.2pp | 345.39%-342.4pp |
| Employer contribution / active EE | $3,750 | $3,221+16.4% | $2,521+48.7% | $4,763-21.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |