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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 | $60,540 | $162,529-62.8% | $130,788-53.7% | $154,746-60.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 3.10% | 510.48%-507.4pp | 386.44%-383.3pp | 172.34%-169.2pp |
| Employer contribution / active EE | $38,842 | $4,447+773.4% | $3,558+991.7% | $4,379+787.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |