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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 | $57,889 | $183,516-68.5% | $155,534-62.8% | $145,884-60.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.50% | 61.43%-60.9pp | 64.92%-64.4pp | 551.85%-551.3pp |
| Employer contribution / active EE | $14,674 | $5,315+176.1% | $4,675+213.9% | $4,662+214.7% |
| Participant deferral / active EE | $1,333 | $6,467-79.4% | $5,630-76.3% | $6,690-80.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |