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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 | $63,794 | $174,379-63.4% | $152,093-58.1% | $138,895-54.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 2.85% | 74.86%-72.0pp | 66.36%-63.5pp | 145.39%-142.5pp |
| Employer contribution / active EE | $1,764 | $4,652-62.1% | $4,175-57.7% | $4,194-57.9% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $24 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |