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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 | $24,531 | $202,463-87.9% | $169,397-85.5% | $139,487-82.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 8.84% | 532.64%-523.8pp | 406.23%-397.4pp | 373.84%-365.0pp |
| Employer contribution / active EE | $5,441 | $4,694+15.9% | $4,013+35.6% | $4,755+14.4% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |