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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 | $65,324 | $107,341-39.1% | $92,897-29.7% | $152,870-57.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.39% | 145.59%-135.2pp | 109.42%-99.0pp | 345.34%-334.9pp |
| Employer contribution / active EE | $12,995 | $4,221+207.8% | $3,653+255.7% | $4,763+172.8% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $124 | $7,080-98.3% | $5,794-97.9% | $11,597-98.9% |