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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 | $119,250 | $118,875+0.3% | $96,572+23.5% | $167,553-28.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2.27% | 50.50%-48.2pp | 37.79%-35.5pp | 478.89%-476.6pp |
| Employer contribution / active EE | $2,871 | $3,121-8.0% | $2,357+21.8% | $4,840-40.7% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $107 | $8,070-98.7% | $6,183-98.3% | $12,316-99.1% |