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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 | $108,645 | $62,583+73.6% | $76,767+41.5% | $64,173+69.3% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | -27.70% | -1.95%-25.8pp | 2.43%-30.1pp | 7.63%-35.3pp |
| Employer contribution / active EE | $8,326 | $1,832+354.4% | $2,485+235.0% | $2,381+249.7% |
| Participant deferral / active EE | $1,125 | $3,145-64.2% | $3,852-70.8% | $3,470-67.6% |
| Admin fee / account holder | $124 | $4,667-97.3% | $6,675-98.1% | $4,887-97.5% |