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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 | $22,566 | $175,257-87.1% | $149,717-84.9% | $139,456-83.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.74% | 166.70%-160.0pp | 134.41%-127.7pp | 373.45%-366.7pp |
| Employer contribution / active EE | $10,628 | $5,477+94.1% | $4,820+120.5% | $4,753+123.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $63 | $16,156-99.6% | $13,213-99.5% | $11,407-99.4% |