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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 | $153,960 | $78,423+96.3% | $95,964+60.4% | $79,856+92.8% |
| Participation rate | 94.3% | 73.5%+20.8pp | 77.1%+17.2pp | 69.6%+24.6pp |
| Annual return | 5.36% | 19.37%-14.0pp | 91.64%-86.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $10,313 | $1,945+430.1% | $2,541+305.8% | $2,471+317.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $126 | $5,622-97.8% | $6,797-98.2% | $5,306-97.6% |