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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 | $68,858 | $100,970-31.8% | $96,576-28.7% | $137,256-49.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.73% | 38.16%-28.4pp | 38.47%-28.7pp | 220.34%-210.6pp |
| Employer contribution / active EE | $14,528 | $3,809+281.4% | $3,553+308.9% | $4,156+249.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $286 | $11,312-97.5% | $11,381-97.5% | $12,270-97.7% |