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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 | $95,540 | $82,882+15.3% | $127,803-25.2% | $72,983+30.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 1.63% | 32.20%-30.6pp | 26.14%-24.5pp | 81.01%-79.4pp |
| Employer contribution / active EE | $4,409 | $3,346+31.7% | $4,576-3.6% | $2,440+80.7% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,023-100.0% | $3,608-100.0% |
| Admin fee / account holder | $161 | $6,487-97.5% | $9,399-98.3% | $5,124-96.8% |