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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 | $130,361 | $76,371+70.7% | $93,621+39.2% | $72,976+78.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 1.27% | 25.82%-24.6pp | 32.76%-31.5pp | 81.02%-79.8pp |
| Employer contribution / active EE | $11,825 | $2,276+419.6% | $2,719+335.0% | $2,440+384.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $146 | $6,839-97.9% | $7,890-98.2% | $5,124-97.2% |