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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 | $90,717 | $104,937-13.6% | $84,628+7.2% | $152,897-40.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 3.71% | 373.88%-370.2pp | 258.80%-255.1pp | 345.43%-341.7pp |
| Employer contribution / active EE | $10,266 | $3,303+210.8% | $2,653+286.9% | $4,764+115.5% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |