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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 | $38,065 | $183,516-79.3% | $155,534-75.5% | $145,884-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.93% | 61.43%-59.5pp | 64.92%-63.0pp | 551.85%-549.9pp |
| Employer contribution / active EE | $29,930 | $5,315+463.2% | $4,675+540.2% | $4,662+541.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $67 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |