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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 | $96,048 | $88,583+8.4% | $88,497+8.5% | $273,972-64.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | -3.37% | 5.68%-9.1pp | 7.63%-11.0pp | 41.46%-44.8pp |
| Employer contribution / active EE | $7,366 | $4,502+63.6% | $4,036+82.5% | $4,869+51.3% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $262 | $8,980-97.1% | $6,220-95.8% | $10,133-97.4% |