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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 | $53,555 | $176,105-69.6% | $159,474-66.4% | $167,536-68.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.55% | 331.91%-330.4pp | 263.68%-262.1pp | 478.82%-477.3pp |
| Employer contribution / active EE | $5,053 | $5,299-4.6% | $4,831+4.6% | $4,839+4.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |