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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 | $17,359 | $96,643-82.0% | $86,617-80.0% | $139,456-87.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 9.32% | 106.57%-97.3pp | 591.91%-582.6pp | 373.45%-364.1pp |
| Employer contribution / active EE | $2,770 | $3,264-15.1% | $3,023-8.4% | $4,753-41.7% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $203 | $6,406-96.8% | $5,613-96.4% | $11,407-98.2% |