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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 | $59,860 | $202,342-70.4% | $172,753-65.3% | $152,909-60.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.61% | 1029.88%-1019.3pp | 803.00%-792.4pp | 345.46%-334.9pp |
| Employer contribution / active EE | $9,607 | $5,857+64.0% | $5,144+86.8% | $4,764+101.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $120 | $17,112-99.3% | $13,956-99.1% | $11,601-99.0% |