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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 | $0 | $159,934-100.0% | $147,005-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 3.07% | 98.24%-95.2pp | 418.76%-415.7pp | 561.95%-558.9pp |
| Employer contribution / active EE | $4,600 | $5,287-13.0% | $4,934-6.8% | $4,661-1.3% |
| Participant deferral / active EE | $2,300 | $8,427-72.7% | $8,070-71.5% | $6,689-65.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |