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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 | $183,516-79.1% | $155,534-75.3% | $145,884-73.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.37% | 61.43%-61.1pp | 64.92%-64.5pp | 551.85%-551.5pp |
| Employer contribution / active EE | $13,000 | $5,315+144.6% | $4,675+178.1% | $4,662+178.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $280 | $19,293-98.6% | $15,900-98.2% | $13,392-97.9% |