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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 | $20,572 | $125,190-83.6% | $105,624-80.5% | $145,897-85.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.39% | 225.22%-219.8pp | 116.20%-110.8pp | 552.29%-546.9pp |
| Employer contribution / active EE | $7,615 | $3,720+104.7% | $3,168+140.4% | $4,663+63.3% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $82 | $17,138-99.5% | $10,961-99.3% | $13,390-99.4% |