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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 | $57,164 | $70,366-18.8% | $66,674-14.3% | $138,895-58.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 6.95% | 386.41%-379.5pp | 321.24%-314.3pp | 145.39%-138.4pp |
| Employer contribution / active EE | $4,839 | $2,765+75.0% | $2,620+84.7% | $4,194+15.4% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |