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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 | $72,205 | $74,535-3.1% | $100,712-28.3% | $82,637-12.6% |
| Participation rate | 83.3% | 61.2%+22.2pp | 69.3%+14.1pp | 68.1%+15.3pp |
| Annual return | 6.54% | 18.92%-12.4pp | 33.27%-26.7pp | 53.51%-47.0pp |
| Employer contribution / active EE | $5,521 | $1,503+267.4% | $2,313+138.7% | $2,552+116.3% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $99 | $6,576-98.5% | $9,256-98.9% | $7,339-98.6% |