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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 | $19,563 | $174,379-88.8% | $152,093-87.1% | $138,895-85.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.57% | 74.86%-68.3pp | 66.36%-59.8pp | 145.39%-138.8pp |
| Employer contribution / active EE | $1,348 | $4,652-71.0% | $4,175-67.7% | $4,194-67.9% |
| Participant deferral / active EE | $1,188 | $6,159-80.7% | $5,451-78.2% | $6,396-81.4% |
| Admin fee / account holder | $74 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |