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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 | $51,344 | $198,457-74.1% | $170,435-69.9% | $147,586-65.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 5.58% | 257.30%-251.7pp | 205.94%-200.4pp | 578.59%-573.0pp |
| Employer contribution / active EE | $3,514 | $6,183-43.2% | $5,432-35.3% | $4,876-27.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |