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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 | $26,827 | $183,539-85.4% | $155,556-82.8% | $145,897-81.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 6.31% | 61.31%-55.0pp | 64.84%-58.5pp | 552.29%-546.0pp |
| Employer contribution / active EE | $11,601 | $5,315+118.3% | $4,675+148.1% | $4,663+148.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $276 | $19,275-98.6% | $15,885-98.3% | $13,390-97.9% |