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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 | $52,538 | $149,040-64.7% | $120,225-56.3% | $137,256-61.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 0.72% | 605.68%-605.0pp | 439.23%-438.5pp | 220.34%-219.6pp |
| Employer contribution / active EE | $26,857 | $4,350+517.4% | $3,475+672.8% | $4,156+546.2% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $87 | $6,348-98.6% | $5,696-98.5% | $12,270-99.3% |