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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 | $53,332 | $106,005-49.7% | $92,239-42.2% | $147,585-63.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 9.54% | 50.05%-40.5pp | 176.29%-166.8pp | 578.58%-569.0pp |
| Employer contribution / active EE | $7,500 | $4,333+73.1% | $3,680+103.8% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16 | $6,333-99.7% | $5,194-99.7% | $10,886-99.9% |