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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 | $97,686 | $149,741-34.8% | $118,914-17.9% | $158,982-38.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.62% | 19.94%-16.3pp | 35.89%-32.3pp | 302.99%-299.4pp |
| Employer contribution / active EE | $1,963 | $4,119-52.4% | $3,264-39.9% | $4,763-58.8% |
| Participant deferral / active EE | $84 | $5,226-98.4% | $4,266-98.0% | $5,983-98.6% |
| Admin fee / account holder | $128 | $8,607-98.5% | $6,582-98.1% | $11,252-98.9% |