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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 | $18,903 | $129,737-85.4% | $119,126-84.1% | $154,746-87.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.30% | 379.08%-369.8pp | 282.11%-272.8pp | 172.34%-163.0pp |
| Employer contribution / active EE | $5,362 | $4,375+22.6% | $4,034+32.9% | $4,379+22.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $60 | $11,961-99.5% | $10,693-99.4% | $14,365-99.6% |