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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 | $29,667+278.4% | $56,441+98.9% | $80,874+38.8% |
| Participation rate | 76.0% | 41.7%+34.3pp | 52.5%+23.5pp | 67.6%+8.4pp |
| Annual return | 5.81% | 35.22%-29.4pp | 1704.21%-1698.4pp | 35.62%-29.8pp |
| Employer contribution / active EE | $1,526 | $669+128.0% | $1,039+46.9% | $2,756-44.6% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2 | $2,429-99.9% | $2,829-99.9% | $6,935-100.0% |