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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 | $104,598 | $171,867-39.1% | $149,721-30.1% | $147,586-29.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 5.94% | 2113.36%-2107.4pp | 1501.67%-1495.7pp | 578.59%-572.7pp |
| Employer contribution / active EE | $20,833 | $6,275+232.0% | $5,444+282.7% | $4,876+327.2% |
| Participant deferral / active EE | $850 | $7,270-88.3% | $6,568-87.1% | $5,439-84.4% |
| Admin fee / account holder | $39 | $13,799-99.7% | $11,282-99.7% | $10,886-99.6% |