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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 | $116,464 | $127,387-8.6% | $115,038+1.2% | $125,389-7.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.08% | 31.28%-37.4pp | 26.14%-32.2pp | 282.24%-288.3pp |
| Employer contribution / active EE | $28,183 | $5,166+445.5% | $4,608+511.6% | $4,866+479.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $73 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |