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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 | $37,953 | $201,370-81.2% | $184,256-79.4% | $145,897-74.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.76% | 29.05%-25.3pp | 28.85%-25.1pp | 552.29%-548.5pp |
| Employer contribution / active EE | $10,319 | $7,024+46.9% | $6,427+60.6% | $4,663+121.3% |
| Participant deferral / active EE | $2,675 | $9,808-72.7% | $9,133-70.7% | $6,689-60.0% |
| Admin fee / account holder | $37 | $16,364-99.8% | $13,899-99.7% | $13,390-99.7% |