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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 | $19,405 | $105,160-81.5% | $94,679-79.5% | $139,456-86.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 5.28% | 38.04%-32.8pp | 156.75%-151.5pp | 373.45%-368.2pp |
| Employer contribution / active EE | $25,374 | $4,107+517.9% | $3,673+590.9% | $4,753+433.9% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |