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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 | $68,930 | $159,934-56.9% | $147,005-53.1% | $145,959-52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.60% | 98.24%-90.6pp | 418.76%-411.2pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,145 | $5,287-78.3% | $4,934-76.8% | $4,661-75.4% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $184 | $15,053-98.8% | $13,006-98.6% | $13,398-98.6% |