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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 | $35,061 | $171,867-79.6% | $149,721-76.6% | $147,586-76.2% |
| Participation rate | 84.2% | 88.2%-4.0pp | 87.1%-2.9pp | 82.8%+1.4pp |
| Annual return | 8.58% | 2113.36%-2104.8pp | 1501.67%-1493.1pp | 578.59%-570.0pp |
| Employer contribution / active EE | $2,497 | $6,275-60.2% | $5,444-54.1% | $4,876-48.8% |
| Participant deferral / active EE | $1,830 | $7,270-74.8% | $6,568-72.1% | $5,439-66.4% |
| Admin fee / account holder | $202 | $13,799-98.5% | $11,282-98.2% | $10,886-98.1% |