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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 | $46,267 | $202,342-77.1% | $172,753-73.2% | $152,909-69.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 7.89% | 1029.88%-1022.0pp | 803.00%-795.1pp | 345.46%-337.6pp |
| Employer contribution / active EE | $15,500 | $5,857+164.6% | $5,144+201.3% | $4,764+225.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |