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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 | $57,809 | $105,856-45.4% | $90,161-35.9% | $147,586-60.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.05% | 37.63%-27.6pp | 34.89%-24.8pp | 578.59%-568.5pp |
| Employer contribution / active EE | $56,000 | $4,126+1257.1% | $3,318+1587.7% | $4,876+1048.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $115 | $8,046-98.6% | $5,943-98.1% | $10,886-98.9% |