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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 | $50,706 | $201,259-74.8% | $184,200-72.5% | $145,959-65.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.46% | 28.98%-24.5pp | 28.80%-24.3pp | 561.95%-557.5pp |
| Employer contribution / active EE | $34,979 | $7,018+398.4% | $6,424+444.5% | $4,661+650.5% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $114 | $16,372-99.3% | $13,907-99.2% | $13,398-99.2% |