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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 | $33,163 | $202,342-83.6% | $172,752-80.8% | $152,897-78.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 5.68% | 1029.83%-1024.1pp | 802.97%-797.3pp | 345.43%-339.7pp |
| Employer contribution / active EE | $7,143 | $5,858+21.9% | $5,144+38.9% | $4,764+49.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |