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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 | $67,515 | $150,446-55.1% | $136,297-50.5% | $147,585-54.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.82% | 1049.14%-1039.3pp | 5156.19%-5146.4pp | 578.58%-568.8pp |
| Employer contribution / active EE | $14,306 | $5,256+172.2% | $4,696+204.7% | $4,876+193.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $107 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |