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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 | $24,657 | $106,115-76.8% | $85,969-71.3% | $125,393-80.3% |
| Participation rate | 81.3% | 84.1%-2.8pp | 76.5%+4.7pp | 83.2%-1.9pp |
| Annual return | -4.13% | 13.93%-18.1pp | 9.32%-13.5pp | 282.23%-286.4pp |
| Employer contribution / active EE | $6,152 | $4,537+35.6% | $3,474+77.1% | $4,866+26.4% |
| Participant deferral / active EE | $1,125 | $4,859-76.8% | $3,829-70.6% | $5,351-79.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |