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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 | $156,398-38.8% | $147,318-35.0% | $138,895-31.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 2.87% | 78.75%-75.9pp | 70.43%-67.6pp | 145.39%-142.5pp |
| Employer contribution / active EE | $2,500 | $4,853-48.5% | $4,593-45.6% | $4,194-40.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $47 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |