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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 | $82,494 | $165,381-50.1% | $149,730-44.9% | $158,966-48.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.46% | 348.29%-344.8pp | 276.70%-273.2pp | 302.95%-299.5pp |
| Employer contribution / active EE | $7,103 | $5,104+39.2% | $4,645+52.9% | $4,762+49.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |