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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 | $86,208 | $210,698-59.1% | $178,014-51.6% | $145,959-40.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.65% | 386.27%-380.6pp | 294.80%-289.2pp | 561.95%-556.3pp |
| Employer contribution / active EE | $32,154 | $4,567+604.0% | $3,950+714.0% | $4,661+589.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $224 | $12,016-98.1% | $10,362-97.8% | $13,398-98.3% |