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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 | $21,891 | $183,539-88.1% | $155,556-85.9% | $145,897-85.0% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 8.23% | 61.31%-53.1pp | 64.84%-56.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $4,397 | $5,315-17.3% | $4,675-6.0% | $4,663-5.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $98 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |