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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 | $178,378 | $115,814+54.0% | $101,275+76.1% | $158,982+12.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.34% | 56.16%-53.8pp | 46.48%-44.1pp | 302.99%-300.7pp |
| Employer contribution / active EE | $2,500 | $4,176-40.1% | $3,660-31.7% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $116 | $7,249-98.4% | $5,948-98.0% | $11,252-99.0% |