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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 | $122,874 | $105,623+16.3% | $87,502+40.4% | $273,972-55.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -1.76% | 12.26%-14.0pp | 12.21%-14.0pp | 41.46%-43.2pp |
| Employer contribution / active EE | $4,829 | $3,141+53.8% | $2,550+89.4% | $4,869-0.8% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |