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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 | $41,445 | $99,011-58.1% | $86,582-52.1% | $147,586-71.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.50% | 1312.75%-1308.2pp | 965.08%-960.6pp | 578.59%-574.1pp |
| Employer contribution / active EE | $3,950 | $3,132+26.1% | $2,839+39.1% | $4,876-19.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6 | $5,709-99.9% | $4,904-99.9% | $10,886-99.9% |