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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 | $60,067 | $228,317-73.7% | $185,808-67.7% | $158,931-62.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.60% | 40.81%-39.2pp | 35.95%-34.4pp | 302.86%-301.3pp |
| Employer contribution / active EE | $6,065 | $4,964+22.2% | $4,086+48.4% | $4,761+27.4% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |