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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 | $61,082 | $108,911-43.9% | $100,392-39.2% | $145,884-58.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -0.18% | 58.23%-58.4pp | 49.45%-49.6pp | 551.85%-552.0pp |
| Employer contribution / active EE | $50,545 | $4,420+1043.6% | $3,941+1182.4% | $4,662+984.1% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $70 | $9,698-99.3% | $7,904-99.1% | $13,392-99.5% |