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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 | $24,199 | $88,778-72.7% | $81,844-70.4% | $145,884-83.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.26% | 1033.03%-1023.8pp | 778.87%-769.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $3,046 | $3,087-1.3% | $2,916+4.4% | $4,662-34.7% |
| Participant deferral / active EE | $542 | $4,648-88.3% | $4,323-87.5% | $6,690-91.9% |
| Admin fee / account holder | $179 | $8,430-97.9% | $7,355-97.6% | $13,392-98.7% |