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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 | $72,738 | $171,867-57.7% | $149,716-51.4% | $147,585-50.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.35% | 2113.36%-2112.0pp | 1501.67%-1500.3pp | 578.58%-577.2pp |
| Employer contribution / active EE | $3,062 | $6,275-51.2% | $5,444-43.8% | $4,876-37.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |