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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 | $66,481 | $157,296-57.7% | $141,191-52.9% | $152,897-56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.54% | 64.34%-55.8pp | 71.41%-62.9pp | 345.43%-336.9pp |
| Employer contribution / active EE | $12,763 | $5,262+142.5% | $4,736+169.5% | $4,764+167.9% |
| Participant deferral / active EE | $1,480 | $7,111-79.2% | $6,710-77.9% | $5,851-74.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |