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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 | $64,885 | $213,785-69.6% | $185,441-65.0% | $155,188-58.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 3.86% | 19.97%-16.1pp | 20.16%-16.3pp | 148.84%-145.0pp |
| Employer contribution / active EE | $7,137 | $5,393+32.3% | $4,672+52.8% | $4,248+68.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24 | $21,134-99.9% | $17,890-99.9% | $14,480-99.8% |