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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 | $66,395 | $127,387-47.9% | $115,038-42.3% | $125,389-47.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.78% | 31.28%-37.1pp | 26.14%-31.9pp | 282.24%-288.0pp |
| Employer contribution / active EE | $1,095 | $5,166-78.8% | $4,608-76.2% | $4,866-77.5% |
| Participant deferral / active EE | $1,228 | $6,423-80.9% | $6,026-79.6% | $5,352-77.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |