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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 | $29,471 | $226,046-87.0% | $182,508-83.9% | $152,870-80.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 0.03% | 192.52%-192.5pp | 148.54%-148.5pp | 345.34%-345.3pp |
| Employer contribution / active EE | $6,450 | $4,977+29.6% | $4,075+58.3% | $4,763+35.4% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $10,704-100.0% | $8,592-100.0% | $11,597-100.0% |