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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 | $29,537 | $70,366-58.0% | $66,674-55.7% | $138,895-78.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.82% | 386.41%-375.6pp | 321.24%-310.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $3,648 | $2,765+31.9% | $2,620+39.3% | $4,194-13.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |