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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 | $32,121 | $182,442-82.4% | $163,379-80.3% | $138,895-76.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 5.28% | 72.74%-67.5pp | 63.41%-58.1pp | 145.39%-140.1pp |
| Employer contribution / active EE | $18,215 | $4,159+337.9% | $3,752+385.4% | $4,194+334.3% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $44 | $10,396-99.6% | $9,818-99.5% | $12,562-99.6% |