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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 | $24,216 | $111,785-78.3% | $93,669-74.1% | $145,877-83.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 5.06% | 203.79%-198.7pp | 133.59%-128.5pp | 551.28%-546.2pp |
| Employer contribution / active EE | $5,032 | $3,096+62.5% | $2,424+107.6% | $4,663+7.9% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |