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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 | $59,191 | $108,897-45.6% | $100,378-41.0% | $145,877-59.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.44% | 58.17%-54.7pp | 49.41%-46.0pp | 551.28%-547.8pp |
| Employer contribution / active EE | $30,125 | $4,420+581.5% | $3,942+664.2% | $4,663+546.1% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $63 | $9,690-99.4% | $7,899-99.2% | $13,402-99.5% |