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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 | $39,750 | $166,268-76.1% | $165,100-75.9% | $145,897-72.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.24% | 100.52%-98.3pp | 70.21%-68.0pp | 552.29%-550.0pp |
| Employer contribution / active EE | $3,187 | $5,284-39.7% | $4,348-26.7% | $4,663-31.6% |
| Participant deferral / active EE | $1,447 | $6,964-79.2% | $6,035-76.0% | $6,689-78.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |