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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 | $41,998 | $160,070-73.8% | $147,117-71.5% | $145,897-71.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 4.75% | 98.69%-93.9pp | 420.54%-415.8pp | 552.29%-547.5pp |
| Employer contribution / active EE | $3,189 | $5,285-39.6% | $4,932-35.3% | $4,663-31.6% |
| Participant deferral / active EE | $1,320 | $8,419-84.3% | $8,065-83.6% | $6,689-80.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |