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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 | $50,133 | $114,130-56.1% | $96,192-47.9% | $167,553-70.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 3.06% | 190.07%-187.0pp | 192.09%-189.0pp | 478.89%-475.8pp |
| Employer contribution / active EE | $25,599 | $3,431+646.2% | $2,799+814.4% | $4,840+428.9% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $72 | $6,901-99.0% | $5,539-98.7% | $12,316-99.4% |