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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 | $53,382 | $70,366-24.1% | $66,674-19.9% | $138,895-61.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 7.11% | 386.41%-379.3pp | 321.24%-314.1pp | 145.39%-138.3pp |
| Employer contribution / active EE | $26,152 | $2,765+845.8% | $2,620+898.1% | $4,194+523.5% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $168 | $5,262-96.8% | $5,098-96.7% | $12,562-98.7% |