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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 | $85,985 | $65,555+31.2% | $86,216-0.3% | $75,173+14.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 10.62% | 46.07%-35.5pp | 1169.42%-1158.8pp | 160.72%-150.1pp |
| Employer contribution / active EE | $2,333 | $1,553+50.2% | $2,382-2.0% | $2,671-12.6% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $295 | $5,469-94.6% | $6,853-95.7% | $5,651-94.8% |