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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 | $107,922 | $169,161-36.2% | $129,295-16.5% | $145,959-26.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.64% | 14348.07%-14341.4pp | 9429.28%-9422.6pp | 561.95%-555.3pp |
| Employer contribution / active EE | $37,750 | $5,543+581.0% | $4,157+808.1% | $4,661+709.9% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $289 | $9,878-97.1% | $7,665-96.2% | $13,398-97.8% |