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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 | $20,432 | $183,539-88.9% | $155,556-86.9% | $145,897-86.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 4.18% | 61.31%-57.1pp | 64.84%-60.7pp | 552.29%-548.1pp |
| Employer contribution / active EE | $7,373 | $5,315+38.7% | $4,675+57.7% | $4,663+58.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |