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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 | $18,995 | $123,155-84.6% | $108,753-82.5% | $155,188-87.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | -0.03% | 44.73%-44.8pp | 37.47%-37.5pp | 148.84%-148.9pp |
| Employer contribution / active EE | $2,875 | $2,811+2.3% | $2,427+18.5% | $4,248-32.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |