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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 | $30,634 | $175,259-82.5% | $149,723-79.5% | $139,487-78.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 9.13% | 166.82%-157.7pp | 134.50%-125.4pp | 373.84%-364.7pp |
| Employer contribution / active EE | $3,835 | $5,478-30.0% | $4,821-20.5% | $4,755-19.4% |
| Participant deferral / active EE | $1,603 | $6,522-75.4% | $5,682-71.8% | $6,713-76.1% |
| Admin fee / account holder | $86 | $16,158-99.5% | $13,215-99.3% | $11,407-99.2% |