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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 | $187,438 | $132,310+41.7% | $105,754+77.2% | $273,972-31.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 0.09% | 10.08%-10.0pp | 12.25%-12.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $27,944 | $4,867+474.2% | $4,079+585.1% | $4,869+473.9% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |