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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 | $116,385 | $209,874-44.5% | $189,537-38.6% | $167,536-30.5% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 5.97% | 748.61%-742.6pp | 555.34%-549.4pp | 478.82%-472.8pp |
| Employer contribution / active EE | $6,667 | $6,913-3.6% | $6,161+8.2% | $4,839+37.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $41 | $14,299-99.7% | $12,048-99.7% | $12,315-99.7% |