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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 | $86,178 | $166,131-48.1% | $164,975-47.8% | $145,877-40.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.38% | 100.37%-98.0pp | 70.12%-67.7pp | 551.28%-548.9pp |
| Employer contribution / active EE | $5,885 | $5,276+11.5% | $4,343+35.5% | $4,663+26.2% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |