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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 | $17,054 | $185,312-90.8% | $161,489-89.4% | $154,746-89.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.37% | 103.84%-94.5pp | 89.72%-80.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $2,541 | $4,769-46.7% | $4,268-40.5% | $4,379-42.0% |
| Participant deferral / active EE | $1,926 | $6,350-69.7% | $5,630-65.8% | $6,730-71.4% |
| Admin fee / account holder | $214 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |