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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 | $50,290 | $202,342-75.1% | $172,752-70.9% | $152,897-67.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.96% | 1029.83%-1017.9pp | 802.97%-791.0pp | 345.43%-333.5pp |
| Employer contribution / active EE | $20,533 | $5,858+250.5% | $5,144+299.2% | $4,764+331.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $261 | $17,111-98.5% | $13,955-98.1% | $11,599-97.7% |