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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 | $90,189 | $139,948-35.6% | $121,663-25.9% | $154,746-41.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 0.85% | 230.52%-229.7pp | 147.54%-146.7pp | 172.34%-171.5pp |
| Employer contribution / active EE | $1,873 | $3,521-46.8% | $3,020-38.0% | $4,379-57.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |