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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 | $116,924 | $126,113-7.3% | $116,096+0.7% | $155,188-24.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 2.31% | 391.72%-389.4pp | 326.25%-323.9pp | 148.84%-146.5pp |
| Employer contribution / active EE | $92 | $2,672-96.6% | $2,503-96.3% | $4,248-97.8% |
| Participant deferral / active EE | $92 | $4,162-97.8% | $3,952-97.7% | $6,531-98.6% |
| Admin fee / account holder | $162 | $8,045-98.0% | $7,704-97.9% | $14,480-98.9% |