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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 | $39,653 | $176,105-77.5% | $159,474-75.1% | $167,536-76.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.81% | 331.91%-326.1pp | 263.68%-257.9pp | 478.82%-473.0pp |
| Employer contribution / active EE | $18,258 | $5,299+244.6% | $4,831+278.0% | $4,839+277.3% |
| Participant deferral / active EE | $2,045 | $7,751-73.6% | $7,353-72.2% | $6,342-67.8% |
| Admin fee / account holder | $53 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |