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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 | $77,733 | $77,816-0.1% | $123,552-37.1% | $64,173+21.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.21% | 12.49%-21.7pp | 119.20%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,478 | $3,014-51.0% | $4,628-68.1% | $2,381-37.9% |
| Participant deferral / active EE | $1,503 | $5,240-71.3% | $6,426-76.6% | $3,470-56.7% |
| Admin fee / account holder | $200 | $5,519-96.4% | $9,285-97.9% | $4,887-95.9% |