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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 | $58,025 | $150,445-61.4% | $136,297-57.4% | $147,585-60.7% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 7.50% | 1049.14%-1041.6pp | 5156.16%-5148.7pp | 578.57%-571.1pp |
| Employer contribution / active EE | $6,547 | $5,256+24.5% | $4,696+39.4% | $4,876+34.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33 | $10,906-99.7% | $9,244-99.6% | $10,885-99.7% |