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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 | $35,246 | $111,785-68.5% | $93,669-62.4% | $145,877-75.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.74% | 203.79%-198.0pp | 133.59%-127.9pp | 551.28%-545.5pp |
| Employer contribution / active EE | $10,529 | $3,096+240.1% | $2,424+334.5% | $4,663+125.8% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $136 | $10,256-98.7% | $8,291-98.4% | $13,402-99.0% |