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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 | $78,125 | $102,828-24.0% | $105,387-25.9% | $152,897-48.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.42% | 20.85%-14.4pp | 26.82%-20.4pp | 345.43%-339.0pp |
| Employer contribution / active EE | $4,088 | $4,473-8.6% | $4,213-3.0% | $4,764-14.2% |
| Participant deferral / active EE | $807 | $5,465-85.2% | $5,502-85.3% | $5,851-86.2% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,599-100.0% |