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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 | $106,749+13.2% | $145,433-16.9% | $82,448+46.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 8.78% | 27.59%-18.8pp | 66.58%-57.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $16,042 | $3,444+365.7% | $4,554+252.2% | $2,551+528.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $276 | $8,390-96.7% | $13,129-97.9% | $7,234-96.2% |