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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 | $93,379 | $217,432-57.1% | $185,849-49.8% | $167,536-44.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.12% | 148.42%-142.3pp | 122.10%-116.0pp | 478.82%-472.7pp |
| Employer contribution / active EE | $11,500 | $5,875+95.8% | $5,169+122.5% | $4,839+137.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |