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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 | $117,360 | $114,013+2.9% | $103,693+13.2% | $155,188-24.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 3.06% | 49.31%-46.2pp | 47.61%-44.5pp | 148.84%-145.8pp |
| Employer contribution / active EE | $6,443 | $3,131+105.8% | $2,920+120.6% | $4,248+51.7% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,858-99.7% | $14,480-99.9% |