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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 | $102,887 | $76,551+34.4% | $123,894-17.0% | $62,881+63.6% |
| Participation rate | 79.5% | 73.0%+6.5pp | 81.4%-1.9pp | 69.3%+10.2pp |
| Annual return | -0.16% | 18.68%-18.8pp | 47.52%-47.7pp | 20.14%-20.3pp |
| Employer contribution / active EE | $8,135 | $2,882+182.2% | $4,617+76.2% | $2,281+256.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $87 | $4,826-98.2% | $8,357-99.0% | $4,296-98.0% |