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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 | $109,187 | $109,908-0.7% | $97,161+12.4% | $145,978-25.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.55% | 243.80%-238.3pp | 75.36%-69.8pp | 550.52%-545.0pp |
| Employer contribution / active EE | $3,333 | $3,077+8.3% | $2,723+22.4% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |