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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 | $59,742 | $102,393-41.7% | $147,041-59.4% | $80,911-26.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 2.72% | 134.95%-132.2pp | 419.21%-416.5pp | 35.63%-32.9pp |
| Employer contribution / active EE | $10,572 | $3,715+184.6% | $4,935+114.2% | $2,756+283.6% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |