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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 | $183,592-85.4% | $155,574-82.8% | $145,877-81.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 6.31% | 61.37%-55.1pp | 64.87%-58.6pp | 551.28%-545.0pp |
| Employer contribution / active EE | $11,601 | $5,317+118.2% | $4,676+148.1% | $4,663+148.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $276 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |