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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 | $60,439 | $174,379-65.3% | $152,093-60.3% | $138,895-56.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.05% | 74.86%-70.8pp | 66.36%-62.3pp | 145.39%-141.3pp |
| Employer contribution / active EE | $8,108 | $4,652+74.3% | $4,175+94.2% | $4,194+93.3% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $221 | $16,880-98.7% | $14,497-98.5% | $12,562-98.2% |