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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 | $209,336-82.3% | $197,124-81.2% | $137,256-72.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 8.68% | 48.09%-39.4pp | 44.34%-35.7pp | 220.34%-211.7pp |
| Employer contribution / active EE | $19,043 | $6,591+188.9% | $6,227+205.8% | $4,156+358.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |