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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 | $79,173 | $153,311-48.4% | $109,313-27.6% | $273,972-71.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.50% | 29.86%-30.4pp | 22.07%-22.6pp | 41.46%-42.0pp |
| Employer contribution / active EE | $9,612 | $5,619+71.0% | $3,892+147.0% | $4,869+97.4% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $75 | $8,076-99.1% | $5,666-98.7% | $10,133-99.3% |