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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 | $40,012 | $174,379-77.1% | $152,093-73.7% | $138,895-71.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.76% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $2,073 | $4,652-55.4% | $4,175-50.3% | $4,194-50.6% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |