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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 | $22,424 | $135,956-83.5% | $123,894-81.9% | $273,970-91.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.60% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.9pp |
| Employer contribution / active EE | $14,709 | $5,170+184.5% | $4,617+218.6% | $4,869+202.1% |
| Participant deferral / active EE | $183 | $6,343-97.1% | $5,984-96.9% | $5,287-96.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |