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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 | $21,441 | $99,017-78.3% | $86,587-75.2% | $147,585-85.5% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 0.09% | 1312.37%-1312.3pp | 964.86%-964.8pp | 578.56%-578.5pp |
| Employer contribution / active EE | $5,967 | $3,132+90.5% | $2,839+110.1% | $4,876+22.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |