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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 | $26,811 | $150,447-82.2% | $136,298-80.3% | $147,586-81.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.68% | 1049.15%-1039.5pp | 5156.27%-5146.6pp | 578.59%-568.9pp |
| Employer contribution / active EE | $5,792 | $5,256+10.2% | $4,696+23.3% | $4,876+18.8% |
| Participant deferral / active EE | $1,386 | $6,631-79.1% | $6,247-77.8% | $5,439-74.5% |
| Admin fee / account holder | $248 | $10,906-97.7% | $9,244-97.3% | $10,886-97.7% |