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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 | $91,673 | $884,045-89.6% | $453,569-79.8% | $167,553-45.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | -2.26% | 29.49%-31.7pp | 64.43%-66.7pp | 478.89%-481.1pp |
| Employer contribution / active EE | $42,056 | $5,538+659.4% | $4,072+932.9% | $4,840+769.0% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,211-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1 | $22,063-100.0% | $11,214-100.0% | $12,316-100.0% |