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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 | $160,028-86.0% | $147,080-84.7% | $145,884-84.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.86% | 98.60%-91.7pp | 420.17%-413.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $8,185 | $5,286+54.9% | $4,933+65.9% | $4,662+75.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $152 | $15,030-99.0% | $12,989-98.8% | $13,392-98.9% |