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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 | $22,454 | $159,934-86.0% | $147,005-84.7% | $145,959-84.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.86% | 98.24%-91.4pp | 418.76%-411.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $8,185 | $5,287+54.8% | $4,934+65.9% | $4,661+75.6% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $152 | $15,053-99.0% | $13,006-98.8% | $13,398-98.9% |