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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 | $21,719 | $185,312-88.3% | $161,489-86.6% | $154,746-86.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.95% | 103.84%-93.9pp | 89.72%-79.8pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,586 | $4,769-66.7% | $4,268-62.8% | $4,379-63.8% |
| Participant deferral / active EE | $499 | $6,350-92.1% | $5,630-91.1% | $6,730-92.6% |
| Admin fee / account holder | $293 | $18,654-98.4% | $16,006-98.2% | $14,365-98.0% |