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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 | $29,472 | $154,228-80.9% | $145,433-79.7% | $137,256-78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.23% | 74.59%-71.4pp | 66.58%-63.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $3,323 | $4,804-30.8% | $4,554-27.0% | $4,156-20.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $22 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |