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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 | $73,458 | $217,427-66.2% | $185,837-60.5% | $167,518-56.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.18% | 148.39%-146.2pp | 122.08%-119.9pp | 478.71%-476.5pp |
| Employer contribution / active EE | $6,000 | $5,874+2.1% | $5,168+16.1% | $4,838+24.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |