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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 | $78,187 | $209,422-62.7% | $178,503-56.2% | $158,982-50.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.08% | 188.81%-184.7pp | 151.12%-147.0pp | 302.99%-298.9pp |
| Employer contribution / active EE | $6,708 | $5,707+17.5% | $5,011+33.9% | $4,763+40.8% |
| Participant deferral / active EE | $1,092 | $5,955-81.7% | $5,202-79.0% | $5,983-81.7% |
| Admin fee / account holder | $12 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |