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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 | $87,479 | $202,342-56.8% | $172,752-49.4% | $152,897-42.8% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 6.45% | 1029.83%-1023.4pp | 802.97%-796.5pp | 345.43%-339.0pp |
| Employer contribution / active EE | $7,850 | $5,858+34.0% | $5,144+52.6% | $4,764+64.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $231 | $17,111-98.7% | $13,955-98.3% | $11,599-98.0% |