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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 | $97,261 | $91,037+6.8% | $71,671+35.7% | $147,586-34.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 5.07% | 20.48%-15.4pp | 20.65%-15.6pp | 578.59%-573.5pp |
| Employer contribution / active EE | $3,321 | $3,327-0.2% | $2,460+35.0% | $4,876-31.9% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $25 | $8,613-99.7% | $5,558-99.6% | $10,886-99.8% |