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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 | $52,226 | $148,629-64.9% | $135,982-61.6% | $139,487-62.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.43% | 79.33%-74.9pp | 68.32%-63.9pp | 373.84%-369.4pp |
| Employer contribution / active EE | $16,982 | $5,247+223.7% | $4,859+249.5% | $4,755+257.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $224 | $12,406-98.2% | $10,767-97.9% | $11,407-98.0% |