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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 | $73,912 | $176,786-58.2% | $146,643-49.6% | $167,536-55.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.41% | 24.04%-16.6pp | 22.75%-15.3pp | 478.82%-471.4pp |
| Employer contribution / active EE | $15,000 | $5,161+190.6% | $4,137+262.6% | $4,839+210.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $271 | $13,262-98.0% | $10,280-97.4% | $12,315-97.8% |