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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 | $12,985 | $90,691-85.7% | $76,119-82.9% | $145,884-91.1% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.9pp |
| Annual return | 6.77% | 624.52%-617.8pp | 361.25%-354.5pp | 551.85%-545.1pp |
| Employer contribution / active EE | $2,540 | $3,329-23.7% | $2,693-5.7% | $4,662-45.5% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $64 | $8,383-99.2% | $6,421-99.0% | $13,392-99.5% |