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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 | $24,925 | $148,623-83.2% | $135,974-81.7% | $139,466-82.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 6.36% | 79.30%-72.9pp | 68.30%-61.9pp | 373.66%-367.3pp |
| Employer contribution / active EE | $10,791 | $5,246+105.7% | $4,859+122.1% | $4,754+127.0% |
| Participant deferral / active EE | $583 | $8,103-92.8% | $7,760-92.5% | $6,712-91.3% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |