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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 | $83,867 | $111,301-24.6% | $112,977-25.8% | $158,966-47.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 1.05% | 26.40%-25.3pp | 24.24%-23.2pp | 302.95%-301.9pp |
| Employer contribution / active EE | $4,111 | $4,471-8.1% | $4,255-3.4% | $4,762-13.7% |
| Participant deferral / active EE | $807 | $5,880-86.3% | $5,836-86.2% | $5,983-86.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,250-100.0% |