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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 | $53,374 | $176,105-69.7% | $159,474-66.5% | $167,536-68.1% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 4.02% | 331.91%-327.9pp | 263.68%-259.7pp | 478.82%-474.8pp |
| Employer contribution / active EE | $11,022 | $5,299+108.0% | $4,831+128.2% | $4,839+127.8% |
| Participant deferral / active EE | $2,078 | $7,751-73.2% | $7,353-71.7% | $6,342-67.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |