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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 | $162,529-67.7% | $130,788-59.8% | $154,746-66.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 0.72% | 510.48%-509.8pp | 386.44%-385.7pp | 172.34%-171.6pp |
| Employer contribution / active EE | $26,857 | $4,447+503.9% | $3,558+654.8% | $4,379+513.3% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $87 | $7,669-98.9% | $6,673-98.7% | $14,365-99.4% |