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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 | $32,596 | $121,677-73.2% | $104,625-68.8% | $158,966-79.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.41% | 465.58%-466.0pp | 340.60%-341.0pp | 302.95%-303.4pp |
| Employer contribution / active EE | $6,667 | $3,165+110.6% | $2,681+148.6% | $4,762+40.0% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15 | $7,777-99.8% | $6,465-99.8% | $11,250-99.9% |