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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 | $35,015 | $185,225-81.1% | $142,898-75.5% | $167,553-79.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 6.44% | 8558.12%-8551.7pp | 5639.64%-5633.2pp | 478.89%-472.5pp |
| Employer contribution / active EE | $13,494 | $5,607+140.7% | $4,146+225.5% | $4,840+178.8% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $67 | $8,032-99.2% | $6,560-99.0% | $12,316-99.5% |