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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 | $26,153 | $175,257-85.1% | $149,717-82.5% | $139,456-81.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.54% | 166.70%-159.2pp | 134.41%-126.9pp | 373.45%-365.9pp |
| Employer contribution / active EE | $4,293 | $5,477-21.6% | $4,820-10.9% | $4,753-9.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $184 | $16,156-98.9% | $13,213-98.6% | $11,407-98.4% |