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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 | $114,643 | $165,399-30.7% | $149,745-23.4% | $158,982-27.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.36% | 348.34%-344.0pp | 276.72%-272.4pp | 302.99%-298.6pp |
| Employer contribution / active EE | $23,805 | $5,105+366.3% | $4,646+412.4% | $4,763+399.8% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |