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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 | $117,360 | $72,071+62.8% | $68,368+71.7% | $137,256-14.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.06% | 353.14%-350.1pp | 292.57%-289.5pp | 220.34%-217.3pp |
| Employer contribution / active EE | $6,443 | $2,788+131.1% | $2,649+143.2% | $4,156+55.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |