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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 | $37,140 | $223,823-83.4% | $211,142-82.4% | $154,746-76.0% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 8.68% | 50.39%-41.7pp | 46.84%-38.2pp | 172.34%-163.7pp |
| Employer contribution / active EE | $19,043 | $6,787+180.6% | $6,442+195.6% | $4,379+334.9% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |