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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 | $22,614 | $183,592-87.7% | $155,567-85.5% | $145,959-84.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.93% | 61.24%-53.3pp | 64.74%-56.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $3,261 | $5,315-38.6% | $4,674-30.2% | $4,661-30.0% |
| Participant deferral / active EE | $971 | $6,464-85.0% | $5,628-82.8% | $6,689-85.5% |
| Admin fee / account holder | $44 | $19,318-99.8% | $15,916-99.7% | $13,398-99.7% |