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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 | $69,664 | $115,901-39.9% | $100,525-30.7% | $158,931-56.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.22% | 34.80%-30.6pp | 30.89%-26.7pp | 302.86%-298.6pp |
| Employer contribution / active EE | $5,066 | $4,104+23.4% | $3,418+48.2% | $4,761+6.4% |
| Participant deferral / active EE | $0 | $6,675-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,998-100.0% | $8,082-100.0% | $11,247-100.0% |