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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 | $86,768 | $223,823-61.2% | $211,142-58.9% | $154,746-43.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 1.73% | 50.39%-48.7pp | 46.84%-45.1pp | 172.34%-170.6pp |
| Employer contribution / active EE | $3,211 | $6,787-52.7% | $6,442-50.2% | $4,379-26.7% |
| Participant deferral / active EE | $3,212 | $9,750-67.1% | $9,284-65.4% | $6,730-52.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |