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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 | $41,537 | $118,708-65.0% | $98,920-58.0% | $158,982-73.9% |
| Participation rate | 81.3% | 77.8%+3.4pp | 76.0%+5.2pp | 82.0%-0.7pp |
| Annual return | 0.35% | 372.49%-372.1pp | 196.47%-196.1pp | 302.99%-302.6pp |
| Employer contribution / active EE | $1,875 | $3,334-43.8% | $2,689-30.3% | $4,763-60.6% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $201 | $10,134-98.0% | $6,643-97.0% | $11,252-98.2% |