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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 | $61,356 | $136,307-55.0% | $106,619-42.5% | $273,972-77.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.30% | 11.05%-10.8pp | 9.42%-9.1pp | 41.46%-41.2pp |
| Employer contribution / active EE | $2,143 | $5,190-58.7% | $3,947-45.7% | $4,869-56.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |