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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 | $33,840 | $112,131-69.8% | $95,964-64.7% | $158,982-78.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.87% | 171.19%-169.3pp | 91.64%-89.8pp | 302.99%-301.1pp |
| Employer contribution / active EE | $6,154 | $3,199+92.4% | $2,541+142.2% | $4,763+29.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $182 | $10,136-98.2% | $6,797-97.3% | $11,252-98.4% |