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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 | $25,314 | $121,677-79.2% | $104,625-75.8% | $158,966-84.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.61% | 465.58%-466.2pp | 340.60%-341.2pp | 302.95%-303.6pp |
| Employer contribution / active EE | $9,040 | $3,165+185.6% | $2,681+237.1% | $4,762+89.8% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $284 | $7,777-96.3% | $6,465-95.6% | $11,250-97.5% |