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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 | $143,210 | $56,110+155.2% | $94,993+50.8% | $70,126+104.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 9.42% | 51.02%-41.6pp | 27.14%-17.7pp | 73.15%-63.7pp |
| Employer contribution / active EE | $10,861 | $1,442+653.1% | $2,603+317.2% | $2,343+363.6% |
| Participant deferral / active EE | $796 | $2,391-66.7% | $3,317-76.0% | $3,332-76.1% |
| Admin fee / account holder | $20 | $3,456-99.4% | $4,960-99.6% | $4,645-99.6% |