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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 | $56,685 | $150,447-62.3% | $136,298-58.4% | $147,586-61.6% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 5.73% | 1049.15%-1043.4pp | 5156.27%-5150.5pp | 578.59%-572.9pp |
| Employer contribution / active EE | $6,800 | $5,256+29.4% | $4,696+44.8% | $4,876+39.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $143 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |