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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 | $0 | $127,387-100.0% | $115,038-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -4.07% | 31.28%-35.3pp | 26.14%-30.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $3,905 | $5,166-24.4% | $4,608-15.3% | $4,866-19.8% |
| Participant deferral / active EE | $890 | $6,423-86.1% | $6,026-85.2% | $5,352-83.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |