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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 | $67,432 | $175,257-61.5% | $149,717-55.0% | $139,456-51.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.13% | 166.70%-160.6pp | 134.41%-128.3pp | 373.45%-367.3pp |
| Employer contribution / active EE | $5,000 | $5,477-8.7% | $4,820+3.7% | $4,753+5.2% |
| Participant deferral / active EE | $817 | $6,521-87.5% | $5,682-85.6% | $6,711-87.8% |
| Admin fee / account holder | $256 | $16,156-98.4% | $13,213-98.1% | $11,407-97.8% |