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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 | $74,508 | $226,105-67.0% | $182,540-59.2% | $152,897-51.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.97% | 192.58%-189.6pp | 148.58%-145.6pp | 345.43%-342.5pp |
| Employer contribution / active EE | $18,000 | $4,978+261.6% | $4,076+341.7% | $4,764+277.9% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |