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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 | $48,431 | $165,361-70.7% | $149,715-67.7% | $158,950-69.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.18% | 348.24%-341.1pp | 276.66%-269.5pp | 302.91%-295.7pp |
| Employer contribution / active EE | $15,685 | $5,103+207.3% | $4,645+237.7% | $4,762+229.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $223 | $10,808-97.9% | $9,310-97.6% | $11,248-98.0% |