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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 | $100,910 | $102,828-1.9% | $105,387-4.2% | $152,909-34.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.89% | 20.85%-17.0pp | 26.82%-22.9pp | 345.46%-341.6pp |
| Employer contribution / active EE | $4,551 | $4,473+1.8% | $4,213+8.0% | $4,764-4.5% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |