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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 | $77,831 | $202,342-61.5% | $172,752-54.9% | $152,897-49.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.41% | 1029.83%-1025.4pp | 802.97%-798.6pp | 345.43%-341.0pp |
| Employer contribution / active EE | $13,885 | $5,858+137.0% | $5,144+169.9% | $4,764+191.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $84 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |