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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 | $53,090 | $49,897+6.4% | $80,648-34.2% | $75,177-29.4% |
| Participation rate | 97.1% | 55.3%+41.7pp | 67.0%+30.0pp | 67.2%+29.9pp |
| Annual return | 10.73% | 34.68%-24.0pp | 937.21%-926.5pp | 160.75%-150.0pp |
| Employer contribution / active EE | $8,658 | $1,699+409.6% | $2,724+217.9% | $2,671+224.2% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $290 | $3,579-91.9% | $5,382-94.6% | $5,651-94.9% |