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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 | $169,336-63.1% | $129,384-51.8% | $145,884-57.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.28% | 14408.70%-14402.4pp | 9461.77%-9455.5pp | 551.85%-545.6pp |
| Employer contribution / active EE | $33,233 | $5,540+499.9% | $4,153+700.2% | $4,662+612.8% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $299 | $9,912-97.0% | $7,686-96.1% | $13,392-97.8% |