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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 | $22,887 | $117,846-80.6% | $102,434-77.7% | $145,884-84.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.20% | 31.90%-25.7pp | 29.46%-23.3pp | 551.85%-545.7pp |
| Employer contribution / active EE | $11,543 | $3,615+219.3% | $3,023+281.8% | $4,662+147.6% |
| Participant deferral / active EE | $1,265 | $5,733-77.9% | $5,055-75.0% | $6,690-81.1% |
| Admin fee / account holder | $126 | $13,356-99.1% | $9,462-98.7% | $13,392-99.1% |