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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 | $111,830-65.8% | $93,696-59.2% | $145,884-73.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.80% | 204.08%-196.3pp | 133.74%-125.9pp | 551.85%-544.0pp |
| Employer contribution / active EE | $3,571 | $3,093+15.5% | $2,422+47.5% | $4,662-23.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $133 | $10,249-98.7% | $8,287-98.4% | $13,392-99.0% |