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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 | $86,273 | $72,177+19.5% | $115,037-25.0% | $59,633+44.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -6.45% | 12.02%-18.5pp | 26.14%-32.6pp | 2041.40%-2047.8pp |
| Employer contribution / active EE | $1,341 | $2,841-52.8% | $4,608-70.9% | $2,203-39.1% |
| Participant deferral / active EE | $1,023 | $4,783-78.6% | $6,026-83.0% | $3,192-67.9% |
| Admin fee / account holder | $95 | $4,927-98.1% | $8,175-98.8% | $4,297-97.8% |