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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 | $55,233 | $99,011-44.2% | $86,582-36.2% | $147,586-62.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.96% | 1312.75%-1307.8pp | 965.08%-960.1pp | 578.59%-573.6pp |
| Employer contribution / active EE | $3,000 | $3,132-4.2% | $2,839+5.7% | $4,876-38.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $242 | $5,709-95.8% | $4,904-95.1% | $10,886-97.8% |