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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 | $30,519 | $124,346-75.5% | $111,308-72.6% | $167,536-81.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.06% | 37.45%-37.4pp | 54.67%-54.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $4,103 | $3,437+19.4% | $2,732+50.2% | $4,839-15.2% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $189 | $10,621-98.2% | $7,965-97.6% | $12,315-98.5% |