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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 | $79,007 | $109,872-28.1% | $98,483-19.8% | $167,536-52.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.23% | 1959.31%-1958.1pp | 1494.38%-1493.1pp | 478.82%-477.6pp |
| Employer contribution / active EE | $3,783 | $3,225+17.3% | $2,961+27.8% | $4,839-21.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $117 | $6,757-98.3% | $5,953-98.0% | $12,315-99.1% |