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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 | $128,330 | $177,156-27.6% | $147,027-12.7% | $154,746-17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 3.47% | 21.94%-18.5pp | 20.23%-16.8pp | 172.34%-168.9pp |
| Employer contribution / active EE | $5,683 | $4,336+31.0% | $3,626+56.7% | $4,379+29.8% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |