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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 | $98,636 | $202,342-51.3% | $172,753-42.9% | $152,909-35.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.32% | 1029.88%-1022.6pp | 803.00%-795.7pp | 345.46%-338.1pp |
| Employer contribution / active EE | $9,611 | $5,857+64.1% | $5,144+86.8% | $4,764+101.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $133 | $17,112-99.2% | $13,956-99.1% | $11,601-98.9% |