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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 | $96,923 | $154,159-37.1% | $130,026-25.5% | $139,456-30.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.50% | 32.50%-26.0pp | -137.26%+143.8pp | 373.45%-366.9pp |
| Employer contribution / active EE | $2,598 | $5,292-50.9% | $4,321-39.9% | $4,753-45.3% |
| Participant deferral / active EE | $1,732 | $6,710-74.2% | $5,821-70.2% | $6,711-74.2% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |