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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 | $44,860 | $176,838-74.6% | $146,685-69.4% | $167,518-73.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.95% | 24.04%-20.1pp | 22.75%-18.8pp | 478.71%-474.8pp |
| Employer contribution / active EE | $3,379 | $5,161-34.5% | $4,137-18.3% | $4,838-30.2% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $170 | $13,262-98.7% | $10,281-98.3% | $12,312-98.6% |