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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 | $70,708 | $202,326-65.1% | $172,745-59.1% | $152,870-53.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.53% | 1029.72%-1018.2pp | 802.90%-791.4pp | 345.34%-333.8pp |
| Employer contribution / active EE | $29,105 | $5,858+396.9% | $5,144+465.8% | $4,763+511.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |