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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 | $23,770 | $176,105-86.5% | $159,474-85.1% | $167,536-85.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.30% | 331.91%-325.6pp | 263.68%-257.4pp | 478.82%-472.5pp |
| Employer contribution / active EE | $4,250 | $5,299-19.8% | $4,831-12.0% | $4,839-12.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $127 | $12,559-99.0% | $10,802-98.8% | $12,315-99.0% |