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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 | $43,146 | $111,830-61.4% | $93,696-54.0% | $145,884-70.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.60% | 204.08%-200.5pp | 133.74%-130.1pp | 551.85%-548.2pp |
| Employer contribution / active EE | $7,500 | $3,093+142.5% | $2,422+209.7% | $4,662+60.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14 | $10,249-99.9% | $8,287-99.8% | $13,392-99.9% |