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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 | $232,703 | $87,166+167.0% | $76,735+203.3% | $137,256+69.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 9.12% | 26.50%-17.4pp | 29.77%-20.6pp | 220.34%-211.2pp |
| Employer contribution / active EE | $18,712 | $2,904+544.3% | $2,454+662.4% | $4,156+350.2% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $52 | $8,403-99.4% | $7,189-99.3% | $12,270-99.6% |