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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 | $37,362 | $185,856-79.9% | $170,028-78.0% | $139,456-73.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.64% | 60.52%-53.9pp | 53.39%-46.7pp | 373.45%-366.8pp |
| Employer contribution / active EE | $2,408 | $7,593-68.3% | $6,788-64.5% | $4,753-49.3% |
| Participant deferral / active EE | $2,560 | $11,623-78.0% | $10,409-75.4% | $6,711-61.9% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |