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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 | $37,230 | $162,136-77.0% | $152,301-75.6% | $154,746-75.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.76% | 91.02%-81.3pp | 80.50%-70.7pp | 172.34%-162.6pp |
| Employer contribution / active EE | $7,924 | $4,890+62.0% | $4,624+71.4% | $4,379+81.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $111 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |