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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 | $133,961 | $227,291-41.1% | $214,702-37.6% | $155,188-13.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 1.46% | 60.08%-58.6pp | 54.55%-53.1pp | 148.84%-147.4pp |
| Employer contribution / active EE | $2,896 | $6,772-57.2% | $6,461-55.2% | $4,248-31.8% |
| Participant deferral / active EE | $1,738 | $9,582-81.9% | $9,147-81.0% | $6,531-73.4% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |