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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 | $55,587 | $210,698-73.6% | $178,014-68.8% | $145,959-61.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.86% | 386.27%-385.4pp | 294.80%-293.9pp | 561.95%-561.1pp |
| Employer contribution / active EE | $27,687 | $4,567+506.2% | $3,950+600.9% | $4,661+494.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |