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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 | $20,694 | $105,158-80.3% | $94,672-78.1% | $139,487-85.2% |
| Participation rate | 86.4% | 82.4%+4.0pp | 80.8%+5.5pp | 80.3%+6.0pp |
| Annual return | 8.83% | 38.11%-29.3pp | 156.89%-148.1pp | 373.84%-365.0pp |
| Employer contribution / active EE | $5,816 | $4,107+41.6% | $3,673+58.3% | $4,755+22.3% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |