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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 | $30,344 | $183,592-83.5% | $155,574-80.5% | $145,877-79.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.15% | 61.37%-59.2pp | 64.87%-62.7pp | 551.28%-549.1pp |
| Employer contribution / active EE | $12,700 | $5,317+138.9% | $4,676+171.6% | $4,663+172.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $67 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |