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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 | $149,052 | $165,939-10.2% | $122,354+21.8% | $147,586+1.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 2.24% | 34.56%-32.3pp | 30.28%-28.0pp | 578.59%-576.4pp |
| Employer contribution / active EE | $24,000 | $5,754+317.1% | $4,051+492.5% | $4,876+392.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |