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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 | $49,685 | $117,895-57.9% | $102,460-51.5% | $145,897-65.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 3.89% | 31.92%-28.0pp | 29.47%-25.6pp | 552.29%-548.4pp |
| Employer contribution / active EE | $12,993 | $3,619+259.0% | $3,025+329.5% | $4,663+178.7% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |