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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 | $88,727 | $136,307-34.9% | $106,619-16.8% | $273,972-67.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -3.20% | 11.05%-14.2pp | 9.42%-12.6pp | 41.46%-44.7pp |
| Employer contribution / active EE | $5,633 | $5,190+8.5% | $3,947+42.7% | $4,869+15.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |