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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 | $31,667 | $150,447-79.0% | $136,298-76.8% | $147,586-78.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.40% | 1049.15%-1042.8pp | 5156.27%-5149.9pp | 578.59%-572.2pp |
| Employer contribution / active EE | $6,252 | $5,256+18.9% | $4,696+33.2% | $4,876+28.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $204 | $10,906-98.1% | $9,244-97.8% | $10,886-98.1% |