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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 | $53,433 | $111,814-52.2% | $93,654-42.9% | $145,959-63.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.42% | 203.30%-197.9pp | 133.34%-127.9pp | 561.95%-556.5pp |
| Employer contribution / active EE | $24,338 | $3,092+687.3% | $2,421+905.3% | $4,661+422.2% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $224 | $10,246-97.8% | $8,282-97.3% | $13,398-98.3% |