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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 | $120,878 | $106,524+13.5% | $152,301-20.6% | $87,485+38.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 8.78% | 26.89%-18.1pp | 80.50%-71.7pp | 26.06%-17.3pp |
| Employer contribution / active EE | $16,042 | $3,371+375.8% | $4,624+246.9% | $2,596+517.9% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $276 | $8,287-96.7% | $14,398-98.1% | $7,775-96.4% |