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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 | $62,417 | $169,161-63.1% | $129,295-51.7% | $145,959-57.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.28% | 14348.07%-14341.8pp | 9429.28%-9423.0pp | 561.95%-555.7pp |
| Employer contribution / active EE | $33,233 | $5,543+499.5% | $4,157+699.4% | $4,661+613.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $299 | $9,878-97.0% | $7,665-96.1% | $13,398-97.8% |