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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 | $23,294 | $175,259-86.7% | $149,723-84.4% | $139,487-83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,073 | $5,478-62.2% | $4,821-57.0% | $4,755-56.4% |
| Participant deferral / active EE | $1,046 | $6,522-84.0% | $5,682-81.6% | $6,713-84.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |