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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 | $47,126 | $111,785-57.8% | $93,669-49.7% | $145,877-67.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.41% | 203.79%-201.4pp | 133.59%-131.2pp | 551.28%-548.9pp |
| Employer contribution / active EE | $17,105 | $3,096+452.5% | $2,424+605.8% | $4,663+266.8% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $142 | $10,256-98.6% | $8,291-98.3% | $13,402-98.9% |