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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 | $95,714 | $155,555-38.5% | $146,866-34.8% | $155,188-38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 2.87% | 115.41%-112.5pp | 102.85%-100.0pp | 148.84%-146.0pp |
| Employer contribution / active EE | $2,500 | $4,647-46.2% | $4,425-43.5% | $4,248-41.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $47 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |