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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 | $33,035 | $202,345-83.7% | $172,755-80.9% | $152,885-78.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 5.82% | 1029.77%-1024.0pp | 802.94%-797.1pp | 345.39%-339.6pp |
| Employer contribution / active EE | $5,003 | $5,858-14.6% | $5,144-2.7% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $185 | $17,111-98.9% | $13,955-98.7% | $11,598-98.4% |