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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 | $113,802 | $77,449+46.9% | $69,483+63.8% | $152,909-25.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 1.08% | 39.09%-38.0pp | 28.99%-27.9pp | 345.46%-344.4pp |
| Employer contribution / active EE | $20,132 | $3,316+507.2% | $2,780+624.3% | $4,764+322.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3 | $6,210-100.0% | $3,841-99.9% | $11,601-100.0% |