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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 | $46,192 | $99,009-53.3% | $86,581-46.6% | $147,585-68.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.08% | 1312.70%-1308.6pp | 965.06%-961.0pp | 578.58%-574.5pp |
| Employer contribution / active EE | $3,191 | $3,132+1.9% | $2,840+12.4% | $4,876-34.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |