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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 | $39,555 | $184,000-78.5% | $162,185-75.6% | $152,909-74.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.05% | 150.80%-138.7pp | 115.61%-103.6pp | 345.46%-333.4pp |
| Employer contribution / active EE | $25,000 | $6,370+292.5% | $5,613+345.4% | $4,764+424.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $208 | $13,124-98.4% | $10,844-98.1% | $11,601-98.2% |