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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 | $123,004 | $78,959+55.8% | $58,748+109.4% | $167,536-26.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 61.9%+38.1pp | 82.1%+17.9pp |
| Annual return | 5.86% | 15.27%-9.4pp | 141.32%-135.5pp | 478.82%-473.0pp |
| Employer contribution / active EE | $29,000 | $4,983+482.0% | $3,543+718.4% | $4,839+499.3% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $4,104-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $886-100.0% | $854-100.0% | $12,315-100.0% |