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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 | $89,031 | $101,618-12.4% | $93,063-4.3% | $137,256-35.1% |
| Participation rate | 77.8% | 74.9%+2.8pp | 72.1%+5.7pp | 80.0%-2.2pp |
| Annual return | 6.16% | 223.95%-217.8pp | 34.15%-28.0pp | 220.34%-214.2pp |
| Employer contribution / active EE | $3,796 | $2,707+40.2% | $2,476+53.3% | $4,156-8.7% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $72 | $6,198-98.8% | $6,033-98.8% | $12,270-99.4% |