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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 | $68,161 | $157,296-56.7% | $141,191-51.7% | $152,897-55.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.79% | 64.34%-52.6pp | 71.41%-59.6pp | 345.43%-333.6pp |
| Employer contribution / active EE | $17,493 | $5,262+232.4% | $4,736+269.4% | $4,764+267.2% |
| Participant deferral / active EE | $1,050 | $7,111-85.2% | $6,710-84.4% | $5,851-82.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |