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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 | $185,312-66.9% | $161,489-62.1% | $154,746-60.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 1.63% | 103.84%-102.2pp | 89.72%-88.1pp | 172.34%-170.7pp |
| Employer contribution / active EE | $10,899 | $4,769+128.5% | $4,268+155.3% | $4,379+148.9% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $210 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |