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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 | $50,112 | $174,379-71.3% | $152,093-67.1% | $138,895-63.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 3.90% | 74.86%-71.0pp | 66.36%-62.5pp | 145.39%-141.5pp |
| Employer contribution / active EE | $7,152 | $4,652+53.8% | $4,175+71.3% | $4,194+70.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |