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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 | $91,629 | $156,970-41.6% | $121,210-24.4% | $139,487-34.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.96% | 1477.10%-1471.1pp | 987.41%-981.5pp | 373.84%-367.9pp |
| Employer contribution / active EE | $9,450 | $5,546+70.4% | $4,171+126.6% | $4,755+98.8% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |