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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 | $38,782 | $109,967-64.7% | $97,197-60.1% | $145,877-73.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.05% | 244.27%-244.2pp | 75.47%-75.4pp | 551.28%-551.2pp |
| Employer contribution / active EE | $22,552 | $3,077+633.0% | $2,723+728.3% | $4,663+383.6% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $76 | $6,199-98.8% | $5,637-98.7% | $13,402-99.4% |