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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 | $72,402 | $178,174-59.4% | $156,181-53.6% | $137,256-47.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 2.81% | 84.19%-81.4pp | 64.87%-62.1pp | 220.34%-217.5pp |
| Employer contribution / active EE | $38,215 | $4,972+668.7% | $4,294+790.0% | $4,156+819.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $164 | $17,404-99.1% | $14,586-98.9% | $12,270-98.7% |