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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 | $40,338 | $160,040-74.8% | $147,096-72.6% | $145,877-72.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.98% | 98.49%-94.5pp | 419.75%-415.8pp | 551.28%-547.3pp |
| Employer contribution / active EE | $13,810 | $5,289+161.1% | $4,936+179.8% | $4,663+196.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $77 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |