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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 | $33,431 | $136,860-75.6% | $120,344-72.2% | $154,746-78.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 1.91% | 21.38%-19.5pp | 20.30%-18.4pp | 172.34%-170.4pp |
| Employer contribution / active EE | $17,126 | $3,533+384.7% | $3,020+467.0% | $4,379+291.1% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |