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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 | $61,255 | $174,379-64.9% | $152,093-59.7% | $138,895-55.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 1.63% | 74.86%-73.2pp | 66.36%-64.7pp | 145.39%-143.8pp |
| Employer contribution / active EE | $10,899 | $4,652+134.3% | $4,175+161.1% | $4,194+159.9% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $210 | $16,880-98.8% | $14,497-98.6% | $12,562-98.3% |