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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 | $21,953 | $160,070-86.3% | $147,117-85.1% | $145,897-85.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 3.37% | 98.69%-95.3pp | 420.54%-417.2pp | 552.29%-548.9pp |
| Employer contribution / active EE | $15,480 | $5,285+192.9% | $4,932+213.8% | $4,663+232.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |