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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 | $187,209 | $215,361-13.1% | $171,082+9.4% | $273,972-31.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 1.45% | 25.14%-23.7pp | 32.56%-31.1pp | 41.46%-40.0pp |
| Employer contribution / active EE | $14,475 | $4,967+191.4% | $4,002+261.7% | $4,869+197.3% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $96 | $10,846-99.1% | $8,520-98.9% | $10,133-99.1% |