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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 | $45,513 | $183,592-75.2% | $155,574-70.7% | $145,877-68.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 7.44% | 61.37%-53.9pp | 64.87%-57.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $7,044 | $5,317+32.5% | $4,676+50.6% | $4,663+51.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |