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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 | $13,513 | $90,691-85.1% | $76,119-82.2% | $145,884-90.7% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 3.60% | 624.52%-620.9pp | 361.25%-357.6pp | 551.85%-548.2pp |
| Employer contribution / active EE | $3,594 | $3,329+8.0% | $2,693+33.5% | $4,662-22.9% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $55 | $8,383-99.3% | $6,421-99.1% | $13,392-99.6% |