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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 | $103,934 | $70,532+47.4% | $68,948+50.7% | $137,256-24.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 4.17% | 32.56%-28.4pp | 28.39%-24.2pp | 220.34%-216.2pp |
| Employer contribution / active EE | $11,417 | $4,355+162.2% | $4,165+174.2% | $4,156+174.7% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |