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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 | $245,595 | $106,923+129.7% | $84,023+192.3% | $152,909+60.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.56% | 105.02%-100.5pp | 71.32%-66.8pp | 345.46%-340.9pp |
| Employer contribution / active EE | $21,884 | $2,735+700.0% | $1,984+1003.1% | $4,764+359.4% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |