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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 | $72,370 | $176,105-58.9% | $159,474-54.6% | $167,536-56.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.86% | 331.91%-328.1pp | 263.68%-259.8pp | 478.82%-475.0pp |
| Employer contribution / active EE | $3,182 | $5,299-40.0% | $4,831-34.1% | $4,839-34.2% |
| Participant deferral / active EE | $2,030 | $7,751-73.8% | $7,353-72.4% | $6,342-68.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |