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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 | $38,821 | $181,896-78.7% | $156,551-75.2% | $273,972-85.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.60% | 30.74%-33.3pp | 32.23%-34.8pp | 41.46%-44.1pp |
| Employer contribution / active EE | $4,000 | $6,248-36.0% | $5,501-27.3% | $4,869-17.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |