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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 | $134,449 | $183,627-26.8% | $155,602-13.6% | $145,978-7.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.47% | 61.32%-54.8pp | 64.81%-58.3pp | 550.52%-544.0pp |
| Employer contribution / active EE | $2,000 | $5,316-62.4% | $4,675-57.2% | $4,662-57.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |