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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 | $58,984 | $107,363-45.1% | $92,909-36.5% | $152,897-61.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.64% | 145.63%-139.0pp | 109.44%-102.8pp | 345.43%-338.8pp |
| Employer contribution / active EE | $8,200 | $4,222+94.2% | $3,653+124.5% | $4,764+72.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |