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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 | $65,805 | $217,432-69.7% | $185,849-64.6% | $167,536-60.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.02% | 148.42%-146.4pp | 122.10%-120.1pp | 478.82%-476.8pp |
| Employer contribution / active EE | $40,400 | $5,875+587.7% | $5,169+681.7% | $4,839+734.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $119 | $19,818-99.4% | $16,244-99.3% | $12,315-99.0% |