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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 | $39,107 | $169,356-76.9% | $129,406-69.8% | $145,897-73.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.86% | 14418.62%-14411.8pp | 9468.18%-9461.3pp | 552.29%-545.4pp |
| Employer contribution / active EE | $10,479 | $5,542+89.1% | $4,155+152.2% | $4,663+124.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $252 | $9,915-97.5% | $7,689-96.7% | $13,390-98.1% |