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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 | $75,569 | $144,130-47.6% | $117,861-35.9% | $147,586-48.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.05% | 531.20%-523.1pp | 335.11%-327.1pp | 578.59%-570.5pp |
| Employer contribution / active EE | $3,125 | $4,897-36.2% | $3,786-17.5% | $4,876-35.9% |
| Participant deferral / active EE | $557 | $5,316-89.5% | $4,482-87.6% | $5,439-89.8% |
| Admin fee / account holder | $93 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |