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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 | $42,492 | $198,470-78.6% | $170,444-75.1% | $147,585-71.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.13% | 257.30%-257.2pp | 205.94%-205.8pp | 578.56%-578.4pp |
| Employer contribution / active EE | $5,100 | $6,184-17.5% | $5,433-6.1% | $4,876+4.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |