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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 | $90,807 | $104,924-13.5% | $84,623+7.3% | $152,885-40.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.32% | 373.82%-373.5pp | 258.77%-258.5pp | 345.39%-345.1pp |
| Employer contribution / active EE | $11,179 | $3,302+238.6% | $2,652+321.5% | $4,763+134.7% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |