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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 | $25,629 | $175,231-85.4% | $149,696-82.9% | $139,466-81.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.37% | 166.77%-158.4pp | 134.46%-126.1pp | 373.66%-365.3pp |
| Employer contribution / active EE | $5,240 | $5,478-4.3% | $4,821+8.7% | $4,754+10.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $209 | $16,155-98.7% | $13,212-98.4% | $11,409-98.2% |