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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 | $60,076 | $183,988-67.3% | $162,177-63.0% | $152,897-60.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 3.34% | 150.79%-147.4pp | 115.60%-112.3pp | 345.43%-342.1pp |
| Employer contribution / active EE | $1,421 | $6,370-77.7% | $5,613-74.7% | $4,764-70.2% |
| Participant deferral / active EE | $1,303 | $8,032-83.8% | $7,297-82.1% | $5,851-77.7% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |