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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 | $57,130 | $148,629-61.6% | $135,982-58.0% | $139,487-59.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.78% | 79.33%-70.5pp | 68.32%-59.5pp | 373.84%-365.1pp |
| Employer contribution / active EE | $1,489 | $5,247-71.6% | $4,859-69.4% | $4,755-68.7% |
| Participant deferral / active EE | $2,167 | $8,102-73.3% | $7,760-72.1% | $6,713-67.7% |
| Admin fee / account holder | $272 | $12,406-97.8% | $10,767-97.5% | $11,407-97.6% |