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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 | $31,085 | $166,268-81.3% | $165,100-81.2% | $145,897-78.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.88% | 100.52%-98.6pp | 70.21%-68.3pp | 552.29%-550.4pp |
| Employer contribution / active EE | $16,787 | $5,284+217.7% | $4,348+286.1% | $4,663+260.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |