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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 | $181,062-66.2% | $158,223-61.3% | $155,188-60.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 1.63% | 57.39%-55.8pp | 52.09%-50.5pp | 148.84%-147.2pp |
| Employer contribution / active EE | $10,899 | $4,565+138.8% | $4,109+165.3% | $4,248+156.6% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $210 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |