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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 | $73,027 | $124,175-41.2% | $108,405-32.6% | $167,553-56.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.86% | 1380.13%-1379.3pp | 905.55%-904.7pp | 478.89%-478.0pp |
| Employer contribution / active EE | $3,214 | $4,188-23.2% | $3,559-9.7% | $4,840-33.6% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $271 | $9,457-97.1% | $7,297-96.3% | $12,316-97.8% |