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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 | $114,178 | $176,077-35.2% | $159,455-28.4% | $167,518-31.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.32% | 331.83%-323.5pp | 263.63%-255.3pp | 478.71%-470.4pp |
| Employer contribution / active EE | $1,800 | $5,298-66.0% | $4,830-62.7% | $4,838-62.8% |
| Participant deferral / active EE | $2,308 | $7,751-70.2% | $7,353-68.6% | $6,342-63.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |