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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 | $81,127 | $202,463-59.9% | $169,397-52.1% | $139,487-41.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 8.68% | 532.64%-524.0pp | 406.23%-397.5pp | 373.84%-365.2pp |
| Employer contribution / active EE | $7,110 | $4,694+51.5% | $4,013+77.2% | $4,755+49.5% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |