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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 | $56,897 | $201,344-71.7% | $184,243-69.1% | $145,877-61.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.70% | 29.01%-28.3pp | 28.82%-28.1pp | 551.28%-550.6pp |
| Employer contribution / active EE | $30,205 | $7,022+330.1% | $6,427+370.0% | $4,663+547.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |