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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 | $126,237 | $106,905+18.1% | $84,020+50.2% | $152,885-17.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.42% | 105.00%-104.6pp | 71.31%-70.9pp | 345.39%-345.0pp |
| Employer contribution / active EE | $727 | $2,735-73.4% | $1,984-63.3% | $4,763-84.7% |
| Participant deferral / active EE | $803 | $4,012-80.0% | $3,239-75.2% | $5,851-86.3% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |