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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 | $93,853 | $156,927-40.2% | $121,169-22.5% | $139,456-32.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.66% | 1475.85%-1474.2pp | 986.71%-985.1pp | 373.45%-371.8pp |
| Employer contribution / active EE | $66,000 | $5,542+1090.9% | $4,168+1483.5% | $4,753+1288.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $35 | $6,946-99.5% | $5,645-99.4% | $11,407-99.7% |