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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 | $39,041 | $202,342-80.7% | $172,752-77.4% | $152,897-74.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.62% | 1029.83%-1027.2pp | 802.97%-800.4pp | 345.43%-342.8pp |
| Employer contribution / active EE | $13,182 | $5,858+125.0% | $5,144+156.3% | $4,764+176.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $111 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |