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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 | $21,897 | $227,566-90.4% | $189,558-88.4% | $167,518-86.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.5%+1.5pp | 82.1%-2.1pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $12,071 | $5,316+127.1% | $4,412+173.6% | $4,838+149.5% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |