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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 | $76,603 | $181,896-57.9% | $156,551-51.1% | $273,972-72.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -6.64% | 30.74%-37.4pp | 32.23%-38.9pp | 41.46%-48.1pp |
| Employer contribution / active EE | $11,912 | $6,248+90.7% | $5,501+116.5% | $4,869+144.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $223 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |