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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 | $64,134 | $201,372-68.2% | $184,260-65.2% | $145,884-56.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.49% | 29.04%-22.6pp | 28.84%-22.4pp | 551.85%-545.4pp |
| Employer contribution / active EE | $17,948 | $7,024+155.5% | $6,427+179.2% | $4,662+285.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |