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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 | $38,435 | $183,592-79.1% | $155,574-75.3% | $145,877-73.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.37% | 61.37%-61.0pp | 64.87%-64.5pp | 551.28%-550.9pp |
| Employer contribution / active EE | $13,000 | $5,317+144.5% | $4,676+178.0% | $4,663+178.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $280 | $19,316-98.6% | $15,914-98.2% | $13,402-97.9% |