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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 | $25,882 | $160,028-83.8% | $147,080-82.4% | $145,884-82.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 5.78% | 98.60%-92.8pp | 420.17%-414.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $1,076 | $5,286-79.6% | $4,933-78.2% | $4,662-76.9% |
| Participant deferral / active EE | $1,702 | $8,422-79.8% | $8,066-78.9% | $6,690-74.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |