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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 | $38,201 | $111,878-65.9% | $93,727-59.2% | $145,897-73.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.80% | 204.28%-196.5pp | 133.83%-126.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,571 | $3,092+15.5% | $2,421+47.5% | $4,663-23.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $133 | $10,256-98.7% | $8,292-98.4% | $13,390-99.0% |