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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 | $43,838 | $175,259-75.0% | $149,723-70.7% | $139,487-68.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.73% | 166.82%-160.1pp | 134.50%-127.8pp | 373.84%-367.1pp |
| Employer contribution / active EE | $4,769 | $5,478-12.9% | $4,821-1.1% | $4,755+0.3% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $18 | $16,158-99.9% | $13,215-99.9% | $11,407-99.8% |