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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 | $17,339 | $88,710-80.5% | $81,783-78.8% | $145,959-88.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 4.97% | 1027.26%-1022.3pp | 775.05%-770.1pp | 561.95%-557.0pp |
| Employer contribution / active EE | $3,141 | $3,083+1.9% | $2,913+7.8% | $4,661-32.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |