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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 | $59,230 | $201,370-70.6% | $184,256-67.9% | $145,897-59.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.82% | 29.05%-27.2pp | 28.85%-27.0pp | 552.29%-550.5pp |
| Employer contribution / active EE | $3,503 | $7,024-50.1% | $6,427-45.5% | $4,663-24.9% |
| Participant deferral / active EE | $873 | $9,808-91.1% | $9,133-90.4% | $6,689-87.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |