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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 | $70,548 | $104,953-32.8% | $84,637-16.6% | $152,909-53.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 3.75% | 373.94%-370.2pp | 258.82%-255.1pp | 345.46%-341.7pp |
| Employer contribution / active EE | $6,458 | $3,304+95.5% | $2,653+143.4% | $4,764+35.6% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |