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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 | $53,585 | $202,326-73.5% | $172,745-69.0% | $152,870-64.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.46% | 1029.72%-1030.2pp | 802.90%-803.4pp | 345.34%-345.8pp |
| Employer contribution / active EE | $9,674 | $5,858+65.2% | $5,144+88.1% | $4,763+103.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $59 | $17,110-99.7% | $13,954-99.6% | $11,597-99.5% |