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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 | $24,551 | $156,398-84.3% | $147,318-83.3% | $138,895-82.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 1.49% | 78.75%-77.3pp | 70.43%-68.9pp | 145.39%-143.9pp |
| Employer contribution / active EE | $11,551 | $4,853+138.0% | $4,593+151.5% | $4,194+175.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $41 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |