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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 | $90,629 | $176,794-48.7% | $146,647-38.2% | $167,553-45.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.80% | 24.04%-20.2pp | 22.75%-18.9pp | 478.89%-475.1pp |
| Employer contribution / active EE | $4,045 | $5,161-21.6% | $4,137-2.2% | $4,840-16.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $135 | $13,262-99.0% | $10,281-98.7% | $12,316-98.9% |