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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 | $204,584 | $88,996+129.9% | $78,004+162.3% | $138,895+47.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 5.13% | 28.03%-22.9pp | 31.07%-25.9pp | 145.39%-140.3pp |
| Employer contribution / active EE | $8,000 | $2,917+174.3% | $2,469+224.0% | $4,194+90.7% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |