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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 | $20,932 | $115,780-81.9% | $101,255-79.3% | $158,931-86.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 0.01% | 56.14%-56.1pp | 46.48%-46.5pp | 302.86%-302.8pp |
| Employer contribution / active EE | $4,908 | $4,175+17.5% | $3,660+34.1% | $4,761+3.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |