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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 | $20,635 | $148,629-86.1% | $135,982-84.8% | $139,487-85.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.30% | 79.33%-72.0pp | 68.32%-61.0pp | 373.84%-366.5pp |
| Employer contribution / active EE | $4,785 | $5,247-8.8% | $4,859-1.5% | $4,755+0.6% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $112 | $12,406-99.1% | $10,767-99.0% | $11,407-99.0% |