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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 | $22,472 | $157,270-85.7% | $141,173-84.1% | $152,870-85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.79% | 64.33%-53.5pp | 71.40%-60.6pp | 345.34%-334.6pp |
| Employer contribution / active EE | $8,365 | $5,261+59.0% | $4,735+76.7% | $4,763+75.6% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $164 | $12,121-98.6% | $10,262-98.4% | $11,597-98.6% |