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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 | $16,828 | $148,629-88.7% | $135,982-87.6% | $139,487-87.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.72% | 79.33%-70.6pp | 68.32%-59.6pp | 373.84%-365.1pp |
| Employer contribution / active EE | $3,532 | $5,247-32.7% | $4,859-27.3% | $4,755-25.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $128 | $12,406-99.0% | $10,767-98.8% | $11,407-98.9% |