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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 | $25,564 | $172,111-85.1% | $150,298-83.0% | $137,256-81.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.05% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,162 | $4,636-10.2% | $4,154+0.2% | $4,156+0.1% |
| Participant deferral / active EE | $1,303 | $6,166-78.9% | $5,453-76.1% | $6,407-79.7% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |