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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 | $28,411 | $169,356-83.2% | $129,406-78.0% | $145,897-80.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.43% | 14418.62%-14413.2pp | 9468.18%-9462.7pp | 552.29%-546.9pp |
| Employer contribution / active EE | $4,592 | $5,542-17.1% | $4,155+10.5% | $4,663-1.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14 | $9,915-99.9% | $7,689-99.8% | $13,390-99.9% |