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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 | $57,411 | $202,342-71.6% | $172,752-66.8% | $152,897-62.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.64% | 1029.83%-1026.2pp | 802.97%-799.3pp | 345.43%-341.8pp |
| Employer contribution / active EE | $7,294 | $5,858+24.5% | $5,144+41.8% | $4,764+53.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $250 | $17,111-98.5% | $13,955-98.2% | $11,599-97.8% |