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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 | $166,020-81.3% | $164,866-81.1% | $145,959-78.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.88% | 100.08%-98.2pp | 69.97%-68.1pp | 561.95%-560.1pp |
| Employer contribution / active EE | $16,787 | $5,275+218.3% | $4,343+286.6% | $4,661+260.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |