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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 | $206,757 | $69,977+195.5% | $108,582+90.4% | $62,881+228.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 1.88% | 10.73%-8.8pp | -51.70%+53.6pp | 20.14%-18.3pp |
| Employer contribution / active EE | $11,389 | $2,135+433.5% | $3,758+203.0% | $2,281+399.3% |
| Participant deferral / active EE | $1,366 | $3,165-56.8% | $4,311-68.3% | $3,203-57.3% |
| Admin fee / account holder | $180 | $5,076-96.4% | $7,645-97.6% | $4,296-95.8% |