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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 | $84,092 | $78,705+6.8% | $117,860-28.7% | $70,124+19.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 6.83% | 23.30%-16.5pp | 335.10%-328.3pp | 73.14%-66.3pp |
| Employer contribution / active EE | $4,839 | $2,223+117.6% | $3,786+27.8% | $2,342+106.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,021-100.0% | $4,645-100.0% |