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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 | $112,257 | $29,736+277.5% | $56,033+100.3% | $80,935+38.7% |
| Participation rate | 76.0% | 41.7%+34.3pp | 52.5%+23.5pp | 67.7%+8.3pp |
| Annual return | 5.81% | 35.28%-29.5pp | 1711.38%-1705.6pp | 35.66%-29.8pp |
| Employer contribution / active EE | $1,526 | $671+127.3% | $1,041+46.6% | $2,757-44.6% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2 | $2,434-99.9% | $2,827-99.9% | $6,924-100.0% |