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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 | $157,776 | $163,687-3.6% | $108,745+45.1% | $273,972-42.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | -3.72% | 31.16%-34.9pp | 46.22%-49.9pp | 41.46%-45.2pp |
| Employer contribution / active EE | $780 | $4,711-83.4% | $3,323-76.5% | $4,869-84.0% |
| Participant deferral / active EE | $975 | $7,155-86.4% | $5,121-81.0% | $5,287-81.6% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |