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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 | $39,618 | $209,422-81.1% | $178,503-77.8% | $158,982-75.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.73% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.3pp |
| Employer contribution / active EE | $3,966 | $5,707-30.5% | $5,011-20.9% | $4,763-16.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $236 | $17,079-98.6% | $13,987-98.3% | $11,252-97.9% |